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Acorn Financial Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-372
Closed -$211K – 227
2025
Q4 		$211K Buy
+372
New +$198K 0.03% 204

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorn Financial Advisory Services's ISRG Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 372 shares — an estimated $211K sold.

Acorn Financial Advisory Services first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 372 Intuitive Surgical shares in Q1 2026, an estimated $211K.
  • Acorn Financial Advisory Services first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Intuitive Surgical position peaked at $211K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.