CTWM
ISRG icon

Cherry Tree Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cherry Tree Wealth Management’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 		$1.38K Hold
3
– – ﹤0.01% 528
2025
Q4 		$1.7K Hold
3
– – ﹤0.01% 530
2025
Q3 		$1.34K Hold
3
– – ﹤0.01% 529
2025
Q2 		$1.63K Sell
3
-43
-93% -$22.5K ﹤0.01% 538
2025
Q1 		$22.8K Hold
46
– – 0.01% 333
2024
Q4 		$24K Hold
46
– – 0.01% 313
2024
Q3 		$22.6K Hold
46
– – 0.01% 326
2024
Q2 		$20.5K Buy
46
+43
+1,433% +$17.1K 0.01% 326
2024
Q1 		$1.2K Hold
3
– – ﹤0.01% 537
2023
Q4 		$1.01K Hold
3
– – ﹤0.01% 539
2023
Q3 		$877 Hold
3
– – ﹤0.01% 536
2023
Q2 		$1.03K Buy
+3
New +$908 ﹤0.01% 537

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

Cherry Tree Wealth Management's ISRG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 3 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Cherry Tree Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $24K in Q4 2024. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Cherry Tree Wealth Management held 3 shares of Intuitive Surgical worth $1.38K as of Q1 2026.
  • Cherry Tree Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #528 holding.
  • Cherry Tree Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Intuitive Surgical position peaked at $24K in Q4 2024.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.