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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 		$369K Hold
800
– – 0.09% 98
2025
Q4 		$453K Hold
800
– – 0.1% 85
2025
Q3 		$358K Buy
+800
New +$384K 0.09% 93

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

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.