AWM
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AE Wealth Management’s Intuitive Surgical ISRG Stock Holding History

AE Wealth 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 		$9.7M Buy
21,044
+4,164
+25% +$2.11M 0.05% 297
2025
Q4 		$9.56M Buy
16,880
+5,324
+46% +$2.83M 0.05% 292
2025
Q3 		$5.17M Buy
11,556
+1,836
+19% +$881K 0.03% 356
2025
Q2 		$5.28M Buy
9,720
+1,313
+16% +$687K 0.04% 341
2025
Q1 		$4.16M Buy
8,407
+2,066
+33% +$1.14M 0.04% 375
2024
Q4 		$3.31M Buy
6,341
+640
+11% +$333K 0.03% 425
2024
Q3 		$2.8M Buy
5,701
+1,879
+49% +$875K 0.03% 449
2024
Q2 		$1.7M Buy
3,822
+752
+24% +$300K 0.02% 560
2024
Q1 		$1.23M Sell
3,070
-27,983
-90% -$10.6M 0.01% 613
2023
Q4 		$11.6M Sell
31,053
-2,175
-7% -$648K 0.06% 361
2023
Q3 		$9.71M Buy
33,228
+2,259
+7% +$705K 0.06% 386
2023
Q2 		$10.6M Buy
30,969
+3,944
+15% +$1.19M 0.06% 354
2023
Q1 		$6.9M Buy
27,025
+17,618
+187% +$4.34M 0.04% 432
2022
Q4 		$2.5M Sell
9,407
-16,043
-63% -$3.91M 0.02% 672
2022
Q3 		$4.77M Buy
25,450
+17,712
+229% +$3.8M 0.04% 437
2022
Q2 		$1.55M Buy
7,738
+603
+8% +$141K 0.01% 749
2022
Q1 		$2.15M Buy
7,135
+637
+10% +$186K 0.01% 686
2021
Q4 		$2.33M Sell
6,498
-339
-5% -$117K 0.02% 650
2021
Q3 		$2.27M Buy
6,837
+1,065
+18% +$358K 0.02% 609
2021
Q2 		$1.77M Buy
5,772
+1,290
+29% +$362K 0.02% 676
2021
Q1 		$1.1M Buy
4,482
+507
+13% +$128K 0.01% 737
2020
Q4 		$1.08M Sell
3,975
-8,418
-68% -$2.09M 0.01% 689
2020
Q3 		$2.93M Buy
12,393
+9,132
+280% +$2.05M 0.04% 335
2020
Q2 		$619K Buy
3,261
+1,035
+46% +$186K 0.01% 783
2020
Q1 		$367K Sell
2,226
-2,367
-52% -$434K 0.01% 803
2019
Q4 		$905K Buy
4,593
+663
+17% +$124K 0.02% 552
2019
Q3 		$707K Buy
3,930
+276
+8% +$47.7K 0.02% 527
2019
Q2 		$639K Buy
+3,654
New +$626K 0.02% 520
2018
Q4 		– Sell
-1,203
Closed -$230K – 540
2018
Q3 		$230K Buy
+1,203
New +$214K 0.01% 523

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

AE Wealth Management's ISRG Position: Q1 2026 in Review

AE Wealth Management increased its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, buying an estimated $2.11M and bringing the position to 21,044 shares worth $9.7M. The position accounts for 0.05% of the portfolio, ranked #297.

AE Wealth Management first reported a position in ISRG in Q3 2018 and has held it in 29 quarters since. The position peaked at $11.6M in Q4 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • AE Wealth Management held 21,044 shares of Intuitive Surgical worth $9.7M as of Q1 2026.
  • AE Wealth Management bought 4,164 Intuitive Surgical shares in Q1 2026, an estimated $2.11M.
  • Intuitive Surgical made up 0.05% of AE Wealth Management's portfolio in Q1 2026, its #297 holding.
  • AE Wealth Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 29 quarters since.
  • AE Wealth Management's Intuitive Surgical position peaked at $11.6M in Q4 2023.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.