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Allworth Financial’s Intuitive Surgical ISRG Stock Holding History

Allworth Financial’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 		$12.8M Buy
27,819
+1,036
+4% +$524K 0.05% 215
2025
Q4 		$15.2M Buy
26,783
+384
+1% +$204K 0.06% 175
2025
Q3 		$11.8M Sell
26,399
-229
-0.9% -$110K 0.05% 187
2025
Q2 		$14.5M Buy
26,628
+8,254
+45% +$4.32M 0.07% 157
2025
Q1 		$9.34M Buy
18,374
+7,010
+62% +$3.88M 0.05% 189
2024
Q4 		$6.94M Buy
11,364
+2,998
+36% +$1.56M 0.04% 220
2024
Q3 		$4.11M Sell
8,366
-510
-6% -$237K 0.03% 232
2024
Q2 		$4.04M Buy
8,876
+162
+2% +$64.5K 0.03% 232
2024
Q1 		$3.48M Buy
8,714
+2,264
+35% +$855K 0.02% 233
2023
Q4 		$2.18M Sell
6,450
-568
-8% -$169K 0.02% 292
2023
Q3 		$2.05M Buy
7,018
+367
+6% +$115K 0.02% 272
2023
Q2 		$2.27M Sell
6,651
-156
-2% -$47.2K 0.02% 259
2023
Q1 		$1.74M Sell
6,807
-126
-2% -$31K 0.02% 278
2022
Q4 		$1.84M Buy
6,933
+510
+8% +$124K 0.02% 254
2022
Q3 		$1.2M Buy
6,423
+143
+2% +$30.7K 0.02% 290
2022
Q2 		$1.26M Sell
6,280
-15
-0.2% -$3.52K 0.02% 276
2022
Q1 		$1.9M Buy
6,295
+6,020
+2,189% +$1.76M 0.02% 226
2021
Q4 		$99K Buy
275
+170
+162% +$58.5K ﹤0.01% 681
2021
Q3 		$35K Buy
+105
New +$35.3K ﹤0.01% 873
2021
Q2 		– Sell
-90
Closed -$22K – 1612
2021
Q1 		$22K Hold
90
– – ﹤0.01% 763
2020
Q4 		$25K Hold
90
– – ﹤0.01% 611
2020
Q3 		$21K Hold
90
– – ﹤0.01% 563
2020
Q2 		$17K Buy
+90
New +$16.1K ﹤0.01% 619
2019
Q1 		– Sell
-348
Closed -$56K – 995
2018
Q4 		$56K Buy
+348
New +$59K ﹤0.01% 266
2018
Q2 		– Sell
-6
Closed -$1K – 977
2018
Q1 		$1K Sell
6
-3
-33% -$419 ﹤0.01% 764
2017
Q4 		$1K Buy
+9
New +$1.13K ﹤0.01% 693

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

Allworth Financial's ISRG Position: Q1 2026 in Review

Allworth Financial increased its Intuitive Surgical (ISRG) stake by 3.9% in Q1 2026, buying an estimated $524K and bringing the position to 27,819 shares worth $12.8M. The position accounts for 0.05% of the portfolio, ranked #215.

Allworth Financial first reported a position in ISRG in Q4 2017 and has held it in 26 quarters since. The position peaked at $15.2M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Allworth Financial held 27,819 shares of Intuitive Surgical worth $12.8M as of Q1 2026.
  • Allworth Financial bought 1,036 Intuitive Surgical shares in Q1 2026, an estimated $524K.
  • Intuitive Surgical made up 0.05% of Allworth Financial's portfolio in Q1 2026, its #215 holding.
  • Allworth Financial first reported a position in Intuitive Surgical in Q4 2017 and has held it in 26 quarters since.
  • Allworth Financial's Intuitive Surgical position peaked at $15.2M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.