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Advisory Alpha’s Intuitive Surgical ISRG Stock Holding History

Advisory Alpha’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 		$1.34M Sell
2,902
-51
-2% -$25.8K 0.04% 160
2025
Q4 		$1.67M Buy
2,953
+655
+29% +$349K 0.05% 137
2025
Q3 		$1.02M Buy
2,298
+45
+2% +$21.6K 0.03% 178
2025
Q2 		$1.22M Buy
2,253
+147
+7% +$76.9K 0.04% 147
2025
Q1 		$1.04M Sell
2,106
-41
-2% -$22.7K 0.04% 157
2024
Q4 		$1.12M Buy
2,147
+439
+26% +$229K 0.04% 146
2024
Q3 		$839K Buy
1,708
+291
+21% +$135K 0.03% 166
2024
Q2 		$630K Buy
1,417
+379
+37% +$151K 0.02% 187
2024
Q1 		$414K Buy
+1,038
New +$392K 0.02% 242
2020
Q4 		– Sell
-60
Closed -$14K – 356
2020
Q3 		$14K Buy
+60
New +$13.5K ﹤0.01% 376
2020
Q2 		– Sell
-72
Closed -$12.3K – 340
2020
Q1 		$12.3K Sell
72
-18
-20% -$3.3K ﹤0.01% 381
2019
Q4 		$18.1K Sell
90
-15
-14% -$2.81K ﹤0.01% 419
2019
Q3 		$18K Buy
+105
New +$18.2K 0.01% 381
2019
Q2 		– Sell
-192
Closed -$31.7K – 372
2019
Q1 		$31.7K Buy
+192
New +$34.1K 0.01% 287

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

Advisory Alpha's ISRG Position: Q1 2026 in Review

Advisory Alpha reduced its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, selling an estimated $25.8K and leaving 2,902 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #160.

Advisory Alpha first reported a position in ISRG in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.67M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Advisory Alpha held 2,902 shares of Intuitive Surgical worth $1.34M as of Q1 2026.
  • Advisory Alpha sold 51 Intuitive Surgical shares in Q1 2026, an estimated $25.8K.
  • Intuitive Surgical made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #160 holding.
  • Advisory Alpha first reported a position in Intuitive Surgical in Q1 2019 and has held it in 14 quarters since.
  • Advisory Alpha's Intuitive Surgical position peaked at $1.67M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.