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Atlantic Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Atlantic 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 		– Sell
-2
Closed -$1.13K – 357
2025
Q4 		$1.13K Buy
+2
New +$1.06K ﹤0.01% 249

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

Atlantic Private Wealth's ISRG Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 2 shares — an estimated $1.13K sold.

Atlantic Private Wealth first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.13K.
  • Atlantic Private Wealth first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Intuitive Surgical position peaked at $1.13K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.