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Circle Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Circle 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 		$1.43M Buy
3,105
+73
+2% +$36.9K 0.02% 108
2025
Q4 		$1.72M Buy
3,032
+627
+26% +$334K 0.03% 96
2025
Q3 		$1.08M Buy
2,405
+207
+9% +$99.3K 0.02% 116
2025
Q2 		$1.19M Sell
2,198
-1
-0% -$523 0.03% 105
2025
Q1 		$1.09M Hold
2,199
– – 0.03% 107
2024
Q4 		$1.15M Sell
2,199
-482
-18% -$251K 0.02% 106
2024
Q3 		$1.32M Sell
2,681
-230
-8% -$107K 0.03% 100
2024
Q2 		$1.29M Sell
2,911
-270
-8% -$108K 0.03% 84
2024
Q1 		$1.27M Buy
3,181
+188
+6% +$71K 0.03% 84
2023
Q4 		$1.01M Sell
2,993
-230
-7% -$68.6K 0.03% 88
2023
Q3 		$942K Buy
3,223
+520
+19% +$162K 0.02% 89
2023
Q2 		$924K Buy
2,703
+62
+2% +$18.8K 0.12% 56
2023
Q1 		$675K Hold
2,641
– – 0.1% 75
2022
Q4 		$701K Buy
2,641
+24
+0.9% +$5.85K 0.11% 71
2022
Q3 		$491K Buy
2,617
+615
+31% +$132K 0.08% 93
2022
Q2 		$402K Sell
2,002
-9
-0.4% -$2.11K 0.06% 114
2022
Q1 		$607K Buy
2,011
+655
+48% +$191K 0.08% 110
2021
Q4 		$487K Buy
1,356
+48
+4% +$16.5K 0.06% 126
2021
Q3 		$433K Sell
1,308
-135
-9% -$45.3K 0.06% 127
2021
Q2 		$442K Buy
1,443
+249
+21% +$69.9K 0.06% 139
2021
Q1 		$294K Buy
+1,194
New +$300K 0.05% 144

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

Circle Wealth Management's ISRG Position: Q1 2026 in Review

Circle Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.4% in Q1 2026, buying an estimated $36.9K and bringing the position to 3,105 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #108.

Circle Wealth Management first reported a position in ISRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Circle Wealth Management held 3,105 shares of Intuitive Surgical worth $1.43M as of Q1 2026.
  • Circle Wealth Management bought 73 Intuitive Surgical shares in Q1 2026, an estimated $36.9K.
  • Intuitive Surgical made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Circle Wealth Management first reported a position in Intuitive Surgical in Q1 2021 and has held it in 21 quarters since.
  • Circle Wealth Management's Intuitive Surgical position peaked at $1.72M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.