AWM
ISRG icon

Activest Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Activest 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 		$92.7K Buy
201
+76
+61% +$38.4K 0.02% 241
2025
Q4 		$70.9K Buy
125
+13
+12% +$6.92K 0.01% 263
2025
Q3 		$50.2K Buy
112
+20
+22% +$9.6K 0.01% 262
2025
Q2 		$50.1K Buy
92
+13
+16% +$6.8K 0.01% 210
2025
Q1 		$39.2K Sell
79
-50
-39% -$27.7K 0.01% 209
2024
Q4 		$67.3K Sell
129
-14
-10% -$7.29K 0.02% 150
2024
Q3 		$70.2K Buy
143
+92
+180% +$42.8K 0.02% 149
2024
Q2 		$22.7K Buy
51
+21
+70% +$8.36K 0.01% 231
2024
Q1 		$11.8K Buy
+30
New +$11.3K 0.01% 208
2021
Q4 		– Sell
-18
Closed -$6K – 359
2021
Q3 		$6K Buy
+18
New +$6.04K ﹤0.01% 270

Other funds holding ISRG

BlackRock
BlackRock New York $5.7T 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return