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Centerpoint Advisors’s Intuitive Surgical ISRG Stock Holding History

Centerpoint Advisors’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 		$10K Hold
22
– – ﹤0.01% 316
2025
Q4 		$12K Hold
22
– – ﹤0.01% 311
2025
Q3 		$10K Buy
+22
New +$10.6K ﹤0.01% 333
2020
Q3 		– Sell
-96
Closed -$18K – 254
2020
Q2 		$18K Buy
+96
New +$17.2K 0.01% 129

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

Centerpoint Advisors's ISRG Position: Q1 2026 in Review

Centerpoint Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 22 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Centerpoint Advisors first reported a position in ISRG in Q2 2020 and has held it in 4 quarters since. The position peaked at $18K in Q2 2020. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Centerpoint Advisors held 22 shares of Intuitive Surgical worth $10K as of Q1 2026.
  • Centerpoint Advisors left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Centerpoint Advisors's portfolio in Q1 2026, its #316 holding.
  • Centerpoint Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 4 quarters since.
  • Centerpoint Advisors's Intuitive Surgical position peaked at $18K in Q2 2020.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.