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Copia Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Copia 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 		$1.38K Sell
3
-1
-25% -$506 ﹤0.01% 455
2025
Q4 		$2.27K Hold
4
– – ﹤0.01% 429
2025
Q3 		$1.79K Hold
4
– – ﹤0.01% 412
2025
Q2 		$2.17K Buy
+4
New +$2.09K ﹤0.01% 386

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

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

Copia Wealth Management reduced its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, selling an estimated $506 and leaving 3 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Copia Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.27K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Copia Wealth Management held 3 shares of Intuitive Surgical worth $1.38K as of Q1 2026.
  • Copia Wealth Management sold 1 Intuitive Surgical share in Q1 2026, an estimated $506.
  • Intuitive Surgical made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #455 holding.
  • Copia Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's Intuitive Surgical position peaked at $2.27K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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