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Apriem Advisors’s Intuitive Surgical ISRG Stock Holding History

Apriem 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 		$446K Sell
968
-96
-9% -$48.6K 0.04% 128
2025
Q4 		$603K Sell
1,064
-14
-1% -$7.45K 0.06% 110
2025
Q3 		$482K Sell
1,078
-90
-8% -$43.2K 0.05% 118
2025
Q2 		$635K Hold
1,168
– – 0.07% 104
2025
Q1 		$578K Hold
1,168
– – 0.07% 105
2024
Q4 		$610K Sell
1,168
-15
-1% -$7.81K 0.07% 96
2024
Q3 		$581K Hold
1,183
– – 0.07% 91
2024
Q2 		$526K Hold
1,183
– – 0.06% 100
2024
Q1 		$472K Hold
1,183
– – 0.06% 107
2023
Q4 		$399K Hold
1,183
– – 0.05% 107
2023
Q3 		$346K Sell
1,183
-12
-1% -$3.75K 0.05% 110
2023
Q2 		$409K Sell
1,195
-22
-2% -$6.66K 0.06% 107
2023
Q1 		$311K Hold
1,217
– – 0.05% 116
2022
Q4 		$323K Buy
+1,217
New +$297K 0.06% 114

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

Apriem Advisors's ISRG Position: Q1 2026 in Review

Apriem Advisors reduced its Intuitive Surgical (ISRG) stake by 9% in Q1 2026, selling an estimated $48.6K and leaving 968 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #128.

Apriem Advisors first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $635K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Apriem Advisors held 968 shares of Intuitive Surgical worth $446K as of Q1 2026.
  • Apriem Advisors sold 96 Intuitive Surgical shares in Q1 2026, an estimated $48.6K.
  • Intuitive Surgical made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #128 holding.
  • Apriem Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Apriem Advisors's Intuitive Surgical position peaked at $635K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.