BAM Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BAM 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	–	Sell	-371	Closed	-$210K	–	171
2025 Q4	$210K	Buy	+371	New	+$198K	0.15%	150

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BAM Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 371 shares — an estimated $210K sold.

BAM Wealth Management first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

BAM Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
BAM Wealth Management sold 371 Intuitive Surgical shares in Q1 2026, an estimated $210K.
BAM Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
BAM Wealth Management's Intuitive Surgical position peaked at $210K in Q4 2025.
2,306 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.