AIMZ Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

AIMZ Investment Advisors’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	$478K	Buy	1,037 +47	+5%	+$23.8K	0.15%	96
2025 Q4	$561K	Hold	990	–	–	0.16%	94
2025 Q3	$443K	Hold	990	–	–	0.14%	95
2025 Q2	$538K	Hold	990	–	–	0.18%	88
2025 Q1	$490K	Hold	990	–	–	0.17%	88
2024 Q4	$517K	Hold	990	–	–	0.18%	85
2024 Q3	$486K	Hold	990	–	–	0.17%	84
2024 Q2	$440K	Hold	990	–	–	0.16%	89
2024 Q1	$395K	Hold	990	–	–	0.15%	91
2023 Q4	$334K	Hold	990	–	–	0.14%	94
2023 Q3	$289K	Hold	990	–	–	0.13%	95
2023 Q2	$339K	Hold	990	–	–	0.15%	94
2023 Q1	$253K	Hold	990	–	–	0.11%	100
2022 Q4	$263K	Buy	+990	New	+$241K	0.12%	98
2022 Q2	–	Sell	-990	Closed	-$299K	–	113
2022 Q1	$299K	Hold	990	–	–	0.12%	100
2021 Q4	$356K	Hold	990	–	–	0.14%	95
2021 Q3	$328K	Hold	990	–	–	0.15%	98
2021 Q2	$303K	Hold	990	–	–	0.14%	99
2021 Q1	$244K	Hold	990	–	–	0.12%	99
2020 Q4	$270K	Hold	990	–	–	0.14%	96
2020 Q3	$234K	Buy	+990	New	+$222K	0.14%	90
2019 Q4	–	Sell	-1,170	Closed	-$211K	–	100
2019 Q3	$211K	Hold	1,170	–	–	0.15%	90
2019 Q2	$205K	Hold	1,170	–	–	0.14%	93
2019 Q1	$223K	Buy	+1,170	New	+$208K	0.15%	90
2018 Q4	–	Sell	-1,170	Closed	-$224K	–	100
2018 Q3	$224K	Buy	+1,170	New	+$208K	0.14%	96

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

AIMZ Investment Advisors's ISRG Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Intuitive Surgical (ISRG) stake by 4.7% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,037 shares worth $478K. The position accounts for 0.15% of the portfolio, ranked #96.

AIMZ Investment Advisors first reported a position in ISRG in Q3 2018 and has held it in 25 quarters since. The position peaked at $561K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

AIMZ Investment Advisors held 1,037 shares of Intuitive Surgical worth $478K as of Q1 2026.
AIMZ Investment Advisors bought 47 Intuitive Surgical shares in Q1 2026, an estimated $23.8K.
Intuitive Surgical made up 0.15% of AIMZ Investment Advisors's portfolio in Q1 2026, its #96 holding.
AIMZ Investment Advisors first reported a position in Intuitive Surgical in Q3 2018 and has held it in 25 quarters since.
AIMZ Investment Advisors's Intuitive Surgical position peaked at $561K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.