Buck Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Buck Wealth Strategies’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	$226K	Sell	490 -303	-38%	-$153K	0.03%	161
2025 Q4	$449K	Buy	+793	New	+$422K	0.06%	107
2025 Q1	–	Sell	-713	Closed	-$372K	–	127
2024 Q4	$372K	Buy	713 +13	+2%	+$6.77K	0.08%	71
2024 Q3	$344K	Hold	700	–	–	0.11%	64
2024 Q2	$311K	Buy	+700	New	+$279K	0.09%	65
2024 Q1	–	Sell	-730	Closed	-$246K	–	87
2023 Q4	$246K	Hold	730	–	–	0.09%	59
2023 Q3	$213K	Buy	730 +30	+4%	+$9.37K	0.09%	63
2023 Q2	$239K	Hold	700	–	–	0.1%	35
2023 Q1	$179K	Buy	+700	New	+$172K	0.09%	37
2022 Q3	$213K	Buy	+730	New	+$157K	0.1%	53

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

Buck Wealth Strategies's ISRG Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Intuitive Surgical (ISRG) stake by 38% in Q1 2026, selling an estimated $153K and leaving 490 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #161.

Buck Wealth Strategies first reported a position in ISRG in Q3 2022 and has held it in 10 quarters since. The position peaked at $449K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Buck Wealth Strategies held 490 shares of Intuitive Surgical worth $226K as of Q1 2026.
Buck Wealth Strategies sold 303 Intuitive Surgical shares in Q1 2026, an estimated $153K.
Intuitive Surgical made up 0.03% of Buck Wealth Strategies's portfolio in Q1 2026, its #161 holding.
Buck Wealth Strategies first reported a position in Intuitive Surgical in Q3 2022 and has held it in 10 quarters since.
Buck Wealth Strategies's Intuitive Surgical position peaked at $449K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.