1776 Wealth’s Intuitive Surgical ISRG Stock Holding History

1776 Wealth’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Sell	1,002 -33	-3%	-$16.7K	0.18%	88
2025 Q4	$586K	Buy	1,035 +7	+0.7%	+$3.73K	0.22%	77
2025 Q3	$460K	Sell	1,028 -405	-28%	-$194K	0.18%	92
2025 Q2	$779K	Sell	1,433 -38	-3%	-$19.9K	0.32%	57
2025 Q1	$729K	Sell	1,471 -26	-2%	-$14.4K	0.33%	54
2024 Q4	$781K	Hold	1,497	–	–	0.36%	51
2024 Q3	$735K	Sell	1,497 -89	-6%	-$41.4K	0.33%	56
2024 Q2	$706K	Buy	1,586 +20	+1%	+$7.97K	0.32%	58
2024 Q1	$625K	Sell	1,566 -24	-2%	-$9.07K	0.3%	67
2023 Q4	$536K	Hold	1,590	–	–	0.27%	71
2023 Q3	$465K	Hold	1,590	–	–	0.25%	72
2023 Q2	$544K	Buy	+1,590	New	+$481K	0.29%	66
2020 Q3	–	Sell	-132	Closed	-$25K	–	207
2020 Q2	$25K	Sell	132 -162	-55%	-$29K	0.02%	236
2020 Q1	$51K	Buy	294 +186	+172%	+$34.1K	0.02%	220
2019 Q4	$21K	Buy	+108	New	+$20.2K	0.02%	238

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1776 Wealth's ISRG Position: Q1 2026 in Review

1776 Wealth reduced its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2026, selling an estimated $16.7K and leaving 1,002 shares worth $462K. The position accounts for 0.18% of the portfolio, ranked #88.

1776 Wealth first reported a position in ISRG in Q4 2019 and has held it in 15 quarters since. The position peaked at $781K in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

1776 Wealth held 1,002 shares of Intuitive Surgical worth $462K as of Q1 2026.
1776 Wealth sold 33 Intuitive Surgical shares in Q1 2026, an estimated $16.7K.
Intuitive Surgical made up 0.18% of 1776 Wealth's portfolio in Q1 2026, its #88 holding.
1776 Wealth first reported a position in Intuitive Surgical in Q4 2019 and has held it in 15 quarters since.
1776 Wealth's Intuitive Surgical position peaked at $781K in Q4 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.