Advance Capital Management’s Intuitive Surgical ISRG Stock Holding History

Advance Capital 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	$372K	Buy	807 +6	+0.7%	+$3.04K	0.01%	124
2025 Q4	$454K	Hold	801	–	–	0.02%	108
2025 Q3	$358K	Buy	801 +8	+1%	+$3.84K	0.02%	125
2025 Q2	$431K	Sell	793 -11	-1%	-$5.75K	0.02%	108
2025 Q1	$398K	Buy	804 +11	+1%	+$6.08K	0.02%	106
2024 Q4	$414K	Buy	793 +6	+0.8%	+$3.13K	0.02%	100
2024 Q3	$387K	Buy	787 +18	+2%	+$8.38K	0.02%	103
2024 Q2	$342K	Buy	769 +29	+4%	+$11.6K	0.02%	109
2024 Q1	$295K	Buy	740 +27	+4%	+$10.2K	0.02%	112
2023 Q4	$241K	Buy	713 +27	+4%	+$8.05K	0.02%	118
2023 Q3	$201K	Buy	686 +29	+4%	+$9.06K	0.02%	122
2023 Q2	$225K	Buy	+657	New	+$199K	0.03%	113

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

Advance Capital Management's ISRG Position: Q1 2026 in Review

Advance Capital Management increased its Intuitive Surgical (ISRG) stake by 0.75% in Q1 2026, buying an estimated $3.04K and bringing the position to 807 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #124.

Advance Capital Management first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $454K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Advance Capital Management held 807 shares of Intuitive Surgical worth $372K as of Q1 2026.
Advance Capital Management bought 6 Intuitive Surgical shares in Q1 2026, an estimated $3.04K.
Intuitive Surgical made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #124 holding.
Advance Capital Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
Advance Capital Management's Intuitive Surgical position peaked at $454K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.