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CFO4Life Group’s Intuitive Surgical ISRG Stock Holding History

CFO4Life 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 		– Sell
-444
Closed -$251K – 228
2025
Q4 		$251K Buy
+444
New +$236K 0.04% 201
2025
Q3 		– Sell
-462
Closed -$251K – 243
2025
Q2 		$251K Buy
462
+26
+6% +$13.6K 0.04% 189
2025
Q1 		$216K Buy
436
+20
+5% +$11.1K 0.04% 196
2024
Q4 		$217K Buy
+416
New +$217K 0.04% 193

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CFO4Life Group's ISRG Position: Q1 2026 in Review

CFO4Life Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 444 shares — an estimated $251K sold.

CFO4Life Group first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • CFO4Life Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • CFO4Life Group sold 444 Intuitive Surgical shares in Q1 2026, an estimated $251K.
  • CFO4Life Group first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • CFO4Life Group's Intuitive Surgical position peaked at $251K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.