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Atomi Financial Group’s Intuitive Surgical ISRG Stock Holding History

Atomi Financial Group’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 		$2.93M Sell
6,362
-64
-1% -$32.4K 0.09% 179
2025
Q4 		$3.64M Buy
6,426
+1,769
+38% +$942K 0.11% 151
2025
Q3 		$2.08M Sell
4,657
-363
-7% -$174K 0.07% 197
2025
Q2 		$2.73M Buy
5,020
+871
+21% +$455K 0.1% 146
2025
Q1 		$2.05M Buy
4,149
+1,812
+78% +$1M 0.09% 162
2024
Q4 		$1.22M Buy
2,337
+974
+71% +$507K 0.06% 222
2024
Q3 		$669K Buy
1,363
+178
+15% +$82.9K 0.04% 353
2024
Q2 		$527K Buy
1,185
+318
+37% +$127K 0.04% 378
2024
Q1 		$346K Buy
867
+142
+20% +$53.7K 0.03% 477
2023
Q4 		$245K Buy
+725
New +$216K 0.03% 480
2023
Q3 		– Sell
-800
Closed -$274K – 365
2023
Q2 		$274K Buy
+800
New +$242K 0.12% 199

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

Atomi Financial Group's ISRG Position: Q1 2026 in Review

Atomi Financial Group reduced its Intuitive Surgical (ISRG) stake by 1% in Q1 2026, selling an estimated $32.4K and leaving 6,362 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #179.

Atomi Financial Group first reported a position in ISRG in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Atomi Financial Group held 6,362 shares of Intuitive Surgical worth $2.93M as of Q1 2026.
  • Atomi Financial Group sold 64 Intuitive Surgical shares in Q1 2026, an estimated $32.4K.
  • Intuitive Surgical made up 0.09% of Atomi Financial Group's portfolio in Q1 2026, its #179 holding.
  • Atomi Financial Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Intuitive Surgical position peaked at $3.64M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.