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Ashton Thomas Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Ashton Thomas Private Wealth’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 		$1.17M Sell
2,537
-555
-18% -$281K 0.03% 491
2025
Q4 		$1.75M Buy
3,092
+1,194
+63% +$636K 0.04% 346
2025
Q3 		$849K Sell
1,898
-148
-7% -$71K 0.02% 506
2025
Q2 		$1.11M Sell
2,046
-580
-22% -$303K 0.04% 389
2025
Q1 		$1.3M Buy
2,626
+385
+17% +$213K 0.05% 327
2024
Q4 		$1.17M Buy
2,241
+1,357
+154% +$707K 0.05% 359
2024
Q3 		$434K Sell
884
-20
-2% -$9.31K 0.02% 455
2024
Q2 		$402K Sell
904
-362
-29% -$144K 0.02% 459
2024
Q1 		$505K Buy
1,266
+178
+16% +$67.3K 0.03% 415
2023
Q4 		$367K Buy
1,088
+1
+0.1% +$298 0.02% 466
2023
Q3 		$318K Buy
1,087
+69
+7% +$21.5K 0.02% 467
2023
Q2 		$348K Buy
+1,018
New +$308K 0.03% 459
2022
Q3 		– Sell
-1,148
Closed -$230K – 468
2022
Q2 		$230K Sell
1,148
-1,491
-56% -$350K 0.02% 421
2022
Q1 		$796K Sell
2,639
-21
-0.8% -$6.13K 0.07% 284
2021
Q4 		$956K Buy
2,660
+122
+5% +$42K 0.09% 242
2021
Q3 		$841K Buy
2,538
+36
+1% +$12.1K 0.12% 183
2021
Q2 		$767K Sell
2,502
-906
-27% -$254K 0.12% 193
2021
Q1 		$839K Sell
3,408
-174
-5% -$43.8K 0.14% 170
2020
Q4 		$977K Buy
3,582
+669
+23% +$166K 0.19% 148
2020
Q3 		$689K Buy
2,913
+1,683
+137% +$378K 0.17% 142
2020
Q2 		$234K Buy
+1,230
New +$220K 0.07% 212

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

Ashton Thomas Private Wealth's ISRG Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, selling an estimated $281K and leaving 2,537 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #491.

Ashton Thomas Private Wealth first reported a position in ISRG in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.75M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ashton Thomas Private Wealth held 2,537 shares of Intuitive Surgical worth $1.17M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 555 Intuitive Surgical shares in Q1 2026, an estimated $281K.
  • Intuitive Surgical made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #491 holding.
  • Ashton Thomas Private Wealth first reported a position in Intuitive Surgical in Q2 2020 and has held it in 21 quarters since.
  • Ashton Thomas Private Wealth's Intuitive Surgical position peaked at $1.75M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.