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Consilio Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Consilio Wealth 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
-442
Closed -$250K – 106
2025
Q4 		$250K Buy
+442
New +$235K 0.07% 83
2025
Q3 		– Sell
-450
Closed -$240K – 99
2025
Q2 		$240K Sell
450
-3
-0.7% -$1.57K 0.09% 72
2025
Q1 		$224K Buy
453
+17
+4% +$9.4K 0.09% 64
2024
Q4 		$228K Sell
436
-7
-2% -$3.65K 0.09% 57
2024
Q3 		$218K Buy
+443
New +$206K 0.09% 66

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

Consilio Wealth Advisors's ISRG Position: Q1 2026 in Review

Consilio Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 442 shares — an estimated $250K sold.

Consilio Wealth Advisors first reported a position in ISRG in Q3 2024 and held it in 5 quarters. The position peaked at $250K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Consilio Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Consilio Wealth Advisors sold 442 Intuitive Surgical shares in Q1 2026, an estimated $250K.
  • Consilio Wealth Advisors first reported a position in Intuitive Surgical in Q3 2024 and held it in 5 quarters.
  • Consilio Wealth Advisors's Intuitive Surgical position peaked at $250K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.