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Concurrent Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Concurrent Investment 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 		– Sell
-200
Closed -$113K – 1987
2025
Q4 		$113K Buy
200
+100
+100% +$53.2K ﹤0.01% 1694
2025
Q3 		$44.7K Buy
+100
New +$48K ﹤0.01% 1454

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

Concurrent Investment Advisors's ISRG Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Intuitive Surgical (ISRG) stake by 27% in Q1 2026, buying an estimated $2.08M and bringing the position to 19,596 shares worth $9.03M. The position accounts for 0.1% of the portfolio, ranked #229.

Concurrent Investment Advisors first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.67M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Concurrent Investment Advisors held 19,596 shares of Intuitive Surgical worth $9.03M as of Q1 2026.
  • Concurrent Investment Advisors bought 4,117 Intuitive Surgical shares in Q1 2026, an estimated $2.08M.
  • Intuitive Surgical made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #229 holding.
  • Concurrent Investment Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Intuitive Surgical position peaked at $9.67M in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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