AWA
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Arete Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Arete Wealth 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 		– Sell
-2,819
Closed -$1.6M – 516
2025
Q4 		$1.6M Buy
2,819
+664
+31% +$353K 0.1% 204
2025
Q3 		$964K Buy
2,155
+14
+0.7% +$6.72K 0.06% 281
2025
Q2 		$1.16M Sell
2,141
-50
-2% -$26.1K 0.08% 231
2025
Q1 		$1.09M Buy
2,191
+283
+15% +$157K 0.08% 239
2024
Q4 		$996K Buy
1,908
+838
+78% +$436K 0.07% 255
2024
Q3 		$525K Buy
+1,070
New +$498K 0.05% 366
2024
Q1 		– Sell
-1,475
Closed -$498K – 539
2023
Q4 		$498K Buy
+1,475
New +$440K 0.04% 404
2023
Q3 		– Sell
-1,534
Closed -$525K – 612
2023
Q2 		$525K Sell
1,534
-150
-9% -$45.4K 0.05% 348
2023
Q1 		$430K Buy
1,684
+409
+32% +$101K 0.04% 380
2022
Q4 		$338M Sell
1,275
-22
-2% -$5.36K 0.03% 422
2022
Q3 		$243K Buy
+1,297
New +$279K 0.02% 466
2022
Q2 		– Sell
-1,476
Closed -$445K – 507
2022
Q1 		$445K Sell
1,476
-60
-4% -$17.5K 0.04% 303
2021
Q4 		$553K Sell
1,536
-90
-6% -$31K 0.05% 272
2021
Q3 		$539K Sell
1,626
-498
-23% -$167K 0.06% 245
2021
Q2 		$630K Sell
2,124
-174
-8% -$48.8K 0.09% 174
2021
Q1 		$566K Buy
+2,298
New +$578K 0.07% 221
2020
Q1 		– Sell
-1,158
Closed -$228K – 378
2019
Q4 		$228K Hold
1,158
– – 0.04% 349
2019
Q3 		$208K Sell
1,158
-33
-3% -$5.71K 0.04% 366
2019
Q2 		$208K Buy
1,191
+111
+10% +$19K 0.04% 364
2019
Q1 		$205K Buy
+1,080
New +$192K 0.04% 357

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

Arete Wealth Advisors's ISRG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 2,819 shares — an estimated $1.6M sold.

Arete Wealth Advisors first reported a position in ISRG in Q1 2019 and held it in 20 quarters. The position peaked at $338M in Q4 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,819 Intuitive Surgical shares in Q1 2026, an estimated $1.6M.
  • Arete Wealth Advisors first reported a position in Intuitive Surgical in Q1 2019 and held it in 20 quarters.
  • Arete Wealth Advisors's Intuitive Surgical position peaked at $338M in Q4 2022.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.