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Boomfish Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Boomfish Wealth 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 		$1.01M Buy
+2,199
New +$1.11M 0.54% 62
2024
Q3 		– Sell
-2,177
Closed -$968K – 92
2024
Q2 		$968K Sell
2,177
-108
-5% -$43K 0.63% 68
2024
Q1 		$912K Sell
2,285
-6
-0.3% -$2.27K 0.61% 71
2023
Q4 		$773K Buy
+2,291
New +$683K 0.56% 71

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

Boomfish Wealth Group's ISRG Position: Q1 2026 in Review

Boomfish Wealth Group opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 2,199 shares worth $1.01M. The stake represents 0.54% of the portfolio and ranks #62 among its holdings. This is a return to the name: Boomfish Wealth Group previously reported a position in ISRG as recently as Q2 2024.

Boomfish Wealth Group first reported a position in ISRG in Q4 2023 and has held it in 4 quarters since. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Boomfish Wealth Group held 2,199 shares of Intuitive Surgical worth $1.01M as of Q1 2026.
  • Intuitive Surgical was a new Boomfish Wealth Group position in Q1 2026.
  • Intuitive Surgical made up 0.54% of Boomfish Wealth Group's portfolio in Q1 2026, its #62 holding.
  • Boomfish Wealth Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 4 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.