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Alaethes Wealth’s Intuitive Surgical ISRG Stock Holding History

Alaethes Wealth’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 		$2.4M Buy
5,216
+27
+0.5% +$13.7K 0.68% 44
2025
Q4 		$2.94M Buy
5,189
+12
+0.2% +$6.39K 0.83% 32
2025
Q3 		$2.32M Buy
5,177
+251
+5% +$120K 0.66% 45
2025
Q2 		$2.68M Buy
4,926
+57
+1% +$29.8K 0.8% 35
2025
Q1 		$2.41M Buy
4,869
+50
+1% +$27.7K 0.88% 35
2024
Q4 		$2.52M Buy
4,819
+27
+0.6% +$14.1K 0.9% 31
2024
Q3 		$2.35M Sell
4,792
-657
-12% -$306K 0.87% 30
2024
Q2 		$2.42M Buy
5,449
+41
+0.8% +$16.3K 1% 26
2024
Q1 		$2.16M Buy
5,408
+11
+0.2% +$4.16K 0.94% 33
2023
Q4 		$1.82M Sell
5,397
-23
-0.4% -$6.86K 0.86% 38
2023
Q3 		$1.58M Sell
5,420
-213
-4% -$66.5K 0.87% 35
2023
Q2 		$1.93M Sell
5,633
-22
-0.4% -$6.66K 1.06% 22
2023
Q1 		$1.44M Buy
5,655
+163
+3% +$40.2K 0.85% 45
2022
Q4 		$1.46M Buy
5,492
+35
+0.6% +$8.53K 1% 30
2022
Q3 		$1.02M Buy
5,457
+257
+5% +$55.2K 0.75% 52
2022
Q2 		$1.04M Buy
5,200
+603
+13% +$141K 0.77% 52
2022
Q1 		$1.39M Buy
4,597
+173
+4% +$50.5K 0.88% 35
2021
Q4 		$1.59M Buy
4,424
+113
+3% +$38.9K 1% 26
2021
Q3 		$1.43M Sell
4,311
-36
-0.8% -$12.1K 1.04% 25
2021
Q2 		$1.33M Sell
4,347
-105
-2% -$29.5K 1.03% 24
2021
Q1 		$1.1M Buy
+4,452
New +$1.12M 1.02% 29

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

Alaethes Wealth's ISRG Position: Q1 2026 in Review

Alaethes Wealth increased its Intuitive Surgical (ISRG) stake by 0.52% in Q1 2026, buying an estimated $13.7K and bringing the position to 5,216 shares worth $2.4M. The position accounts for 0.68% of the portfolio, ranked #44.

Alaethes Wealth first reported a position in ISRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.94M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Alaethes Wealth held 5,216 shares of Intuitive Surgical worth $2.4M as of Q1 2026.
  • Alaethes Wealth bought 27 Intuitive Surgical shares in Q1 2026, an estimated $13.7K.
  • Intuitive Surgical made up 0.68% of Alaethes Wealth's portfolio in Q1 2026, its #44 holding.
  • Alaethes Wealth first reported a position in Intuitive Surgical in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Intuitive Surgical position peaked at $2.94M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.