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BlackDiamond Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BlackDiamond 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 		$252K Sell
547
-61
-10% -$30.9K 0.12% 165
2025
Q4 		$300K Buy
608
+19
+3% +$10.1K 0.15% 145
2025
Q3 		$263K Buy
589
+11
+2% +$5.28K 0.14% 141
2025
Q2 		$311K Buy
578
+65
+13% +$34K 0.18% 109
2025
Q1 		$275K Sell
513
-102
-17% -$56.4K 0.19% 109
2024
Q4 		$321K Buy
615
+21
+4% +$10.9K 0.19% 113
2024
Q3 		$319K Buy
+594
New +$277K 0.19% 114

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

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

BlackDiamond Wealth Management reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, selling an estimated $30.9K and leaving 547 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #165.

BlackDiamond Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $321K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • BlackDiamond Wealth Management held 547 shares of Intuitive Surgical worth $252K as of Q1 2026.
  • BlackDiamond Wealth Management sold 61 Intuitive Surgical shares in Q1 2026, an estimated $30.9K.
  • Intuitive Surgical made up 0.12% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #165 holding.
  • BlackDiamond Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • BlackDiamond Wealth Management's Intuitive Surgical position peaked at $321K in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.