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Checchi Capital Advisers’s Intuitive Surgical ISRG Stock Holding History

Checchi Capital Advisers’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 		$1.25M Buy
2,708
+154
+6% +$77.9K 0.06% 182
2025
Q4 		$1.45M Sell
2,554
-20
-0.8% -$10.6K 0.07% 153
2025
Q3 		$1.15M Sell
2,574
-470
-15% -$226K 0.06% 182
2025
Q2 		$1.65M Buy
3,044
+68
+2% +$35.6K 0.09% 142
2025
Q1 		$1.47M Buy
2,976
+38
+1% +$21K 0.08% 161
2024
Q4 		$1.53M Buy
2,938
+15
+0.5% +$7.81K 0.09% 143
2024
Q3 		$1.44M Buy
2,923
+24
+0.8% +$11.2K 0.08% 153
2024
Q2 		$1.29M Buy
2,899
+1
+0% +$398 0.06% 158
2024
Q1 		$1.16M Buy
2,898
+23
+0.8% +$8.69K 0.09% 177
2023
Q4 		$970K Buy
2,875
+70
+2% +$20.9K 0.08% 189
2023
Q3 		$820K Sell
2,805
-92
-3% -$28.7K 0.08% 198
2023
Q2 		$991K Sell
2,897
-20
-0.7% -$6.05K 0.09% 178
2023
Q1 		$745K Sell
2,917
-76
-3% -$18.7K 0.07% 204
2022
Q4 		$794K Sell
2,993
-152
-5% -$37.1K 0.08% 186
2022
Q3 		$589K Sell
3,145
-21
-0.7% -$4.51K 0.06% 236
2022
Q2 		$729K Buy
3,166
+282
+10% +$66.2K 0.06% 213
2022
Q1 		$870K Sell
2,884
-27
-0.9% -$7.89K 0.07% 176
2021
Q4 		$1.05M Buy
2,911
+13
+0.4% +$4.47K 0.09% 148
2021
Q3 		$960K Sell
2,898
-141
-5% -$47.3K 0.1% 145
2021
Q2 		$932K Sell
3,039
-69
-2% -$19.4K 0.09% 153
2021
Q1 		$766K Sell
3,108
-57
-2% -$14.3K 0.08% 173
2020
Q4 		$863K Sell
3,165
-189
-6% -$46.9K 0.09% 150
2020
Q3 		$793K Buy
3,354
+174
+5% +$39.1K 0.09% 139
2020
Q2 		$604K Buy
3,180
+87
+3% +$15.6K 0.07% 178
2020
Q1 		$509K Sell
3,093
-462
-13% -$84.6K 0.05% 167
2019
Q4 		$701K Buy
3,555
+9
+0.3% +$1.69K 0.09% 151
2019
Q3 		$638K Sell
3,546
-24
-0.7% -$4.15K 0.08% 158
2019
Q2 		$624K Buy
3,570
+243
+7% +$41.6K 0.08% 163
2019
Q1 		$633K Sell
3,327
-75
-2% -$13.3K 0.07% 153
2018
Q4 		$543K Sell
3,402
-384
-10% -$65.1K 0.07% 159
2018
Q3 		$724K Sell
3,786
-15
-0.4% -$2.66K 0.08% 155
2018
Q2 		$606K Buy
3,801
+75
+2% +$11.4K 0.08% 165
2018
Q1 		$513K Sell
3,726
-333
-8% -$46.5K 0.07% 186
2017
Q4 		$494K Buy
4,059
+531
+15% +$66.5K 0.07% 195
2017
Q3 		$410K Sell
3,528
-279
-7% -$30.4K 0.04% 208
2017
Q2 		$396K Sell
3,807
-288
-7% -$27.7K 0.04% 216
2017
Q1 		$349K Buy
4,095
+432
+12% +$34.1K 0.04% 243
2016
Q4 		$258K Sell
3,663
-207
-5% -$15.2K 0.03% 304
2016
Q3 		$312K Buy
3,870
+342
+10% +$26.2K 0.04% 246
2016
Q2 		$259K Buy
3,528
+153
+5% +$10.8K 0.03% 270
2016
Q1 		$225K Hold
3,375
– – 0.05% 306
2015
Q4 		$205K Buy
+3,375
New +$190K 0.05% 320

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

Checchi Capital Advisers's ISRG Position: Q1 2026 in Review

Checchi Capital Advisers increased its Intuitive Surgical (ISRG) stake by 6% in Q1 2026, buying an estimated $77.9K and bringing the position to 2,708 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #182.

Checchi Capital Advisers first reported a position in ISRG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.65M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Checchi Capital Advisers held 2,708 shares of Intuitive Surgical worth $1.25M as of Q1 2026.
  • Checchi Capital Advisers bought 154 Intuitive Surgical shares in Q1 2026, an estimated $77.9K.
  • Intuitive Surgical made up 0.06% of Checchi Capital Advisers's portfolio in Q1 2026, its #182 holding.
  • Checchi Capital Advisers first reported a position in Intuitive Surgical in Q4 2015 and has held it in 42 quarters since.
  • Checchi Capital Advisers's Intuitive Surgical position peaked at $1.65M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.