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Angeles Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Angeles Wealth Management’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 		$2.2M Buy
4,763
+137
+3% +$69.3K 0.12% 73
2025
Q4 		$2.62M Buy
4,626
+230
+5% +$122K 0.14% 61
2025
Q3 		$1.97M Sell
4,396
-293
-6% -$141K 0.12% 65
2025
Q2 		$2.55M Buy
4,689
+436
+10% +$228K 0.17% 50
2025
Q1 		$2.11M Buy
4,253
+56
+1% +$31K 0.18% 53
2024
Q4 		$2.19M Sell
4,197
-407
-9% -$212K 0.18% 49
2024
Q3 		$2.26M Sell
4,604
-124
-3% -$57.7K 0.19% 48
2024
Q2 		$2.1M Sell
4,728
-18
-0.4% -$7.17K 0.2% 47
2024
Q1 		$1.89M Buy
4,746
+127
+3% +$48K 0.19% 46
2023
Q4 		$1.56M Buy
4,619
+20
+0.4% +$5.96K 0.19% 47
2023
Q3 		$1.34M Sell
4,599
-1
-0% -$312 0.19% 46
2023
Q2 		$1.57M Buy
4,600
+18
+0.4% +$5.45K 0.21% 50
2023
Q1 		$1.17M Sell
4,582
-331
-7% -$81.5K 0.17% 58
2022
Q4 		$1.3M Buy
4,913
+316
+7% +$77K 0.23% 55
2022
Q3 		$862K Buy
4,597
+51
+1% +$11K 0.17% 68
2022
Q2 		$912K Sell
4,546
-8
-0.2% -$1.88K 0.18% 67
2022
Q1 		$1.37M Buy
+4,554
New +$1.33M 0.26% 53

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

Angeles Wealth Management's ISRG Position: Q1 2026 in Review

Angeles Wealth Management increased its Intuitive Surgical (ISRG) stake by 3% in Q1 2026, buying an estimated $69.3K and bringing the position to 4,763 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #73.

Angeles Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.62M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Angeles Wealth Management held 4,763 shares of Intuitive Surgical worth $2.2M as of Q1 2026.
  • Angeles Wealth Management bought 137 Intuitive Surgical shares in Q1 2026, an estimated $69.3K.
  • Intuitive Surgical made up 0.12% of Angeles Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Angeles Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Intuitive Surgical position peaked at $2.62M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.