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AssuredPartners Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

AssuredPartners Investment 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 		$2.26M Buy
4,983
+4,594
+1,181% +$2.32M 0.25% 107
2025
Q4 		$220K Buy
+389
New +$207K 0.03% 320

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

AssuredPartners Investment Advisors's ISRG Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Intuitive Surgical (ISRG) stake by 1,181% in Q1 2026, buying an estimated $2.32M and bringing the position to 4,983 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #107.

AssuredPartners Investment Advisors first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,983 shares of Intuitive Surgical worth $2.26M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 4,594 Intuitive Surgical shares in Q1 2026, an estimated $2.32M.
  • Intuitive Surgical made up 0.25% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • AssuredPartners Investment Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.