BIP Wealth’s Intuitive Surgical ISRG Stock Holding History

BIP 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	$334K	Buy	725 +217	+43%	+$110K	0.01%	352
2025 Q4	$288K	Buy	+508	New	+$270K	0.01%	373

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

BIP Wealth's ISRG Position: Q1 2026 in Review

BIP Wealth increased its Intuitive Surgical (ISRG) stake by 43% in Q1 2026, buying an estimated $110K and bringing the position to 725 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #352.

BIP Wealth first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

BIP Wealth held 725 shares of Intuitive Surgical worth $334K as of Q1 2026.
BIP Wealth bought 217 Intuitive Surgical shares in Q1 2026, an estimated $110K.
Intuitive Surgical made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #352 holding.
BIP Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.