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ISRG icon

Addison Advisors’s Intuitive Surgical ISRG Stock Holding History

Addison Advisors’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 		$29.5K Sell
64
-12
-16% -$6.07K 0.01% 500
2025
Q4 		$43K Buy
76
+17
+29% +$9.05K 0.01% 441
2025
Q3 		$26.4K Sell
59
-17
-22% -$8.16K 0.01% 505
2025
Q2 		$41.3K Buy
76
+10
+15% +$5.23K 0.01% 430
2025
Q1 		$32.7K Sell
66
-8
-11% -$4.42K 0.01% 434
2024
Q4 		$38.6K Buy
74
+6
+9% +$3.13K 0.01% 411
2024
Q3 		$33.4K Sell
68
-363
-84% -$169K 0.01% 445
2024
Q2 		$192K Buy
431
+57
+15% +$22.7K 0.06% 202
2024
Q1 		$149K Buy
374
+63
+20% +$23.8K 0.05% 240
2023
Q4 		$105K Buy
311
+107
+52% +$31.9K 0.04% 268
2023
Q3 		$59.6K Buy
204
+25
+14% +$7.81K 0.03% 302
2023
Q2 		$61.2K Buy
179
+24
+15% +$7.26K 0.03% 299
2023
Q1 		$39.6K Buy
155
+147
+1,838% +$36.2K 0.02% 326
2022
Q4 		$2.12K Sell
8
-2
-20% -$488 ﹤0.01% 553
2022
Q3 		$2K Buy
10
+4
+67% +$859 ﹤0.01% 559
2022
Q2 		$1K Sell
6
-2
-25% -$469 ﹤0.01% 616
2022
Q1 		$2K Buy
8
+1
+14% +$292 ﹤0.01% 584
2021
Q4 		$3K Buy
+7
New +$2.41K ﹤0.01% 496
2020
Q4 		$9K Buy
+33
New +$8.19K 0.01% 296

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

Addison Advisors's ISRG Position: Q1 2026 in Review

Addison Advisors reduced its Intuitive Surgical (ISRG) stake by 16% in Q1 2026, selling an estimated $6.07K and leaving 64 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #500.

Addison Advisors first reported a position in ISRG in Q4 2020 and has held it in 19 quarters since. The position peaked at $192K in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Addison Advisors held 64 shares of Intuitive Surgical worth $29.5K as of Q1 2026.
  • Addison Advisors sold 12 Intuitive Surgical shares in Q1 2026, an estimated $6.07K.
  • Intuitive Surgical made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #500 holding.
  • Addison Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 19 quarters since.
  • Addison Advisors's Intuitive Surgical position peaked at $192K in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.