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Advisors Management Group’s Intuitive Surgical ISRG Stock Holding History

Advisors Management Group’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 		$537K Sell
1,165
-950
-45% -$481K 0.1% 106
2025
Q4 		$1.2M Buy
2,115
+145
+7% +$77.2K 0.22% 77
2025
Q3 		$881K Buy
+1,970
New +$945K 0.15% 89

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

Advisors Management Group's ISRG Position: Q1 2026 in Review

Advisors Management Group reduced its Intuitive Surgical (ISRG) stake by 45% in Q1 2026, selling an estimated $481K and leaving 1,165 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #106.

Advisors Management Group first reported a position in ISRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Advisors Management Group held 1,165 shares of Intuitive Surgical worth $537K as of Q1 2026.
  • Advisors Management Group sold 950 Intuitive Surgical shares in Q1 2026, an estimated $481K.
  • Intuitive Surgical made up 0.1% of Advisors Management Group's portfolio in Q1 2026, its #106 holding.
  • Advisors Management Group first reported a position in Intuitive Surgical in Q3 2025 and has held it in 3 quarters since.
  • Advisors Management Group's Intuitive Surgical position peaked at $1.2M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.