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Advyzon Investment Management’s Intuitive Surgical ISRG Stock Holding History

Advyzon Investment 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 		$907K Sell
1,968
-61
-3% -$30.9K 0.08% 249
2025
Q4 		$1.15M Buy
2,029
+725
+56% +$386K 0.13% 168
2025
Q3 		$583K Buy
1,304
+241
+23% +$116K 0.1% 196
2025
Q2 		$577K Sell
1,063
-71
-6% -$37.1K 0.13% 153
2025
Q1 		$561K Buy
+1,134
New +$627K 0.2% 97

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

Advyzon Investment Management's ISRG Position: Q1 2026 in Review

Advyzon Investment Management reduced its Intuitive Surgical (ISRG) stake by 3% in Q1 2026, selling an estimated $30.9K and leaving 1,968 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #249.

Advyzon Investment Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Advyzon Investment Management held 1,968 shares of Intuitive Surgical worth $907K as of Q1 2026.
  • Advyzon Investment Management sold 61 Intuitive Surgical shares in Q1 2026, an estimated $30.9K.
  • Intuitive Surgical made up 0.08% of Advyzon Investment Management's portfolio in Q1 2026, its #249 holding.
  • Advyzon Investment Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Intuitive Surgical position peaked at $1.15M in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.