All Terrain Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

All Terrain Financial 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	$1.8M	Buy	3,899 +900	+30%	+$455K	0.42%	42
2025 Q4	$1.7M	Buy	2,999 +1,300	+77%	+$692K	0.39%	51
2025 Q3	$760K	Hold	1,699	–	–	0.19%	68
2025 Q2	$923K	Hold	1,699	–	–	0.26%	50
2025 Q1	$841K	Hold	1,699	–	–	0.27%	46
2024 Q4	$887K	Hold	1,699	–	–	0.29%	41
2024 Q3	$835K	Hold	1,699	–	–	0.31%	43
2024 Q2	$756K	Hold	1,699	–	–	0.3%	46
2024 Q1	$678K	Buy	+1,699	New	+$642K	0.27%	46
2020 Q2	–	Sell	-4,599	Closed	-$759K	–	131
2020 Q1	$759K	Sell	4,599 -15	-0.3%	-$2.75K	0.31%	51
2019 Q4	$909K	Hold	4,614	–	–	0.3%	53
2019 Q3	$830K	Hold	4,614	–	–	0.28%	55
2019 Q2	$807K	Hold	4,614	–	–	0.27%	54
2019 Q1	$878K	Buy	4,614 +99	+2%	+$17.6K	0.3%	54
2018 Q4	$721K	Buy	4,515 +15	+0.3%	+$2.54K	0.29%	56
2018 Q3	$861K	Hold	4,500	–	–	0.35%	51
2018 Q2	$718K	Hold	4,500	–	–	0.32%	60
2018 Q1	$619K	Buy	+4,500	New	+$628K	0.28%	72

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

All Terrain Financial Advisors's ISRG Position: Q1 2026 in Review

All Terrain Financial Advisors increased its Intuitive Surgical (ISRG) stake by 30% in Q1 2026, buying an estimated $455K and bringing the position to 3,899 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #42.

All Terrain Financial Advisors first reported a position in ISRG in Q1 2018 and has held it in 18 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

All Terrain Financial Advisors held 3,899 shares of Intuitive Surgical worth $1.8M as of Q1 2026.
All Terrain Financial Advisors bought 900 Intuitive Surgical shares in Q1 2026, an estimated $455K.
Intuitive Surgical made up 0.42% of All Terrain Financial Advisors's portfolio in Q1 2026, its #42 holding.
All Terrain Financial Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 18 quarters since.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.