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Ariadne Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Ariadne 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 		$467K Sell
1,013
-28
-3% -$14.2K 0.21% 108
2025
Q4 		$498K Sell
1,041
-82
-7% -$43.7K 0.21% 106
2025
Q3 		$635K Buy
1,123
+28
+3% +$13.4K 0.28% 80
2025
Q2 		$528K Sell
1,095
-95
-8% -$49.7K 0.25% 87
2025
Q1 		$638K Buy
1,190
+417
+54% +$231K 0.33% 66
2024
Q4 		$460K Buy
773
+36
+5% +$18.8K 0.21% 92
2024
Q3 		$386K Buy
+737
New +$343K 0.21% 98

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

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

Ariadne Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, selling an estimated $14.2K and leaving 1,013 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #108.

Ariadne Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $638K in Q1 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ariadne Wealth Management held 1,013 shares of Intuitive Surgical worth $467K as of Q1 2026.
  • Ariadne Wealth Management sold 28 Intuitive Surgical shares in Q1 2026, an estimated $14.2K.
  • Intuitive Surgical made up 0.21% of Ariadne Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Ariadne Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Intuitive Surgical position peaked at $638K in Q1 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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