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Connecticut Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Connecticut 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 		$516K Sell
1,120
-188
-14% -$95.1K 0.02% 225
2025
Q4 		$741K Buy
1,308
+23
+2% +$12.2K 0.03% 187
2025
Q3 		$574K Hold
1,285
– – 0.03% 221
2025
Q2 		$698K Buy
1,285
+115
+10% +$60.1K 0.03% 189
2025
Q1 		$579K Buy
1,170
+117
+11% +$64.7K 0.03% 197
2024
Q4 		$549K Buy
1,053
+27
+3% +$14.1K 0.03% 177
2024
Q3 		$504K Sell
1,026
-25
-2% -$11.6K 0.02% 215
2024
Q2 		$467K Sell
1,051
-45
-4% -$17.9K 0.02% 220
2024
Q1 		$437K Buy
1,096
+15
+1% +$5.67K 0.02% 225
2023
Q4 		$365K Buy
1,081
+46
+4% +$13.7K 0.02% 244
2023
Q3 		$302K Buy
+1,035
New +$323K 0.02% 226

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

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

Connecticut Wealth Management reduced its Intuitive Surgical (ISRG) stake by 14% in Q1 2026, selling an estimated $95.1K and leaving 1,120 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #225.

Connecticut Wealth Management first reported a position in ISRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $741K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Connecticut Wealth Management held 1,120 shares of Intuitive Surgical worth $516K as of Q1 2026.
  • Connecticut Wealth Management sold 188 Intuitive Surgical shares in Q1 2026, an estimated $95.1K.
  • Intuitive Surgical made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Connecticut Wealth Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 11 quarters since.
  • Connecticut Wealth Management's Intuitive Surgical position peaked at $741K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.