1900 Wealth Management’s Intuitive Surgical ISRG Stock Holding History

1900 Wealth Management’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	$267K	Buy	580 +116	+25%	+$58.7K	0.02%	228
2025 Q4	$263K	Buy	+464	New	+$247K	0.02%	221
2025 Q3	–	Sell	-407	Closed	-$221K	–	236
2025 Q2	$221K	Sell	407 -68	-14%	-$35.6K	0.02%	206
2025 Q1	$235K	Buy	475 +83	+21%	+$45.9K	0.02%	202
2024 Q4	$205K	Sell	392 -20	-5%	-$10.4K	0.02%	219
2024 Q3	$202K	Buy	+412	New	+$192K	0.02%	220
2024 Q1	–	Sell	-3,577	Closed	-$1.21M	–	263
2023 Q4	$1.21M	Hold	3,577	–	–	0.11%	124
2023 Q3	$1.05M	Buy	3,577 +2,980	+499%	+$931K	0.1%	134
2023 Q2	$204K	Buy	+597	New	+$181K	0.02%	234
2022 Q1	–	Sell	-597	Closed	-$214K	–	250
2021 Q4	$214K	Buy	+597	New	+$205K	0.02%	229

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

1900 Wealth Management's ISRG Position: Q1 2026 in Review

1900 Wealth Management increased its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, buying an estimated $58.7K and bringing the position to 580 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #228.

1900 Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

1900 Wealth Management held 580 shares of Intuitive Surgical worth $267K as of Q1 2026.
1900 Wealth Management bought 116 Intuitive Surgical shares in Q1 2026, an estimated $58.7K.
Intuitive Surgical made up 0.02% of 1900 Wealth Management's portfolio in Q1 2026, its #228 holding.
1900 Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 10 quarters since.
1900 Wealth Management's Intuitive Surgical position peaked at $1.21M in Q4 2023.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.