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Continuum Advisory’s Intuitive Surgical ISRG Stock Holding History

Continuum Advisory’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 		$1.16M Buy
2,507
+65
+3% +$32.9K 0.11% 174
2025
Q4 		$1.38M Sell
2,442
-30
-1% -$16K 0.14% 139
2025
Q3 		$1.11M Buy
2,472
+221
+10% +$106K 0.12% 160
2025
Q2 		$1.22M Buy
2,251
+1,818
+420% +$951K 0.15% 141
2025
Q1 		$214K Buy
433
+20
+5% +$11.1K 0.03% 379
2024
Q4 		$216K Sell
413
-76
-16% -$39.6K 0.03% 379
2024
Q3 		$263K Buy
489
+114
+30% +$53.1K 0.03% 343
2024
Q2 		$167K Buy
375
+48
+15% +$19.1K 0.02% 395
2024
Q1 		$126K Buy
+327
New +$124K 0.02% 447

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

Continuum Advisory's ISRG Position: Q1 2026 in Review

Continuum Advisory increased its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, buying an estimated $32.9K and bringing the position to 2,507 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #174.

Continuum Advisory first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Continuum Advisory held 2,507 shares of Intuitive Surgical worth $1.16M as of Q1 2026.
  • Continuum Advisory bought 65 Intuitive Surgical shares in Q1 2026, an estimated $32.9K.
  • Intuitive Surgical made up 0.11% of Continuum Advisory's portfolio in Q1 2026, its #174 holding.
  • Continuum Advisory first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's Intuitive Surgical position peaked at $1.38M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.