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Claro Advisors’s Intuitive Surgical ISRG Stock Holding History

Claro 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 		$382K Buy
828
+110
+15% +$55.6K 0.05% 306
2025
Q4 		$407K Buy
718
+14
+2% +$7.45K 0.06% 267
2025
Q3 		$315K Sell
704
-23
-3% -$11K 0.05% 305
2025
Q2 		$395K Sell
727
-464
-39% -$243K 0.07% 244
2025
Q1 		$590K Sell
1,191
-59
-5% -$32.6K 0.08% 229
2024
Q4 		$652K Buy
1,250
+37
+3% +$19.3K 0.09% 203
2024
Q3 		$596K Buy
1,213
+310
+34% +$144K 0.08% 244
2024
Q2 		$402K Buy
903
+84
+10% +$33.5K 0.06% 266
2024
Q1 		$327K Buy
819
+164
+25% +$62K 0.06% 306
2023
Q4 		$221K Buy
+655
New +$195K 0.05% 360
2019
Q1 		– Sell
-195
Closed -$37K – 548
2018
Q4 		$37K Buy
+195
New +$33K 0.03% 398

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

Claro Advisors's ISRG Position: Q1 2026 in Review

Claro Advisors increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $55.6K and bringing the position to 828 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #306.

Claro Advisors first reported a position in ISRG in Q4 2018 and has held it in 11 quarters since. The position peaked at $652K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Claro Advisors held 828 shares of Intuitive Surgical worth $382K as of Q1 2026.
  • Claro Advisors bought 110 Intuitive Surgical shares in Q1 2026, an estimated $55.6K.
  • Intuitive Surgical made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #306 holding.
  • Claro Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 11 quarters since.
  • Claro Advisors's Intuitive Surgical position peaked at $652K in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.