Correct Capital Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Correct Capital 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	$248K	Sell	539 -15	-3%	-$7.59K	0.05%	98
2025 Q4	$314K	Buy	554 +54	+11%	+$28.7K	0.06%	91
2025 Q3	$224K	Hold	500	–	–	0.04%	113
2025 Q2	$272K	Hold	500	–	–	0.04%	100
2025 Q1	$248K	Hold	500	–	–	0.04%	103
2024 Q4	$261K	Hold	500	–	–	0.05%	104
2024 Q3	$246K	Hold	500	–	–	0.05%	107
2024 Q2	$222K	Hold	500	–	–	0.05%	112
2024 Q1	$200K	Hold	500	–	–	0.05%	135
2023 Q4	$169K	Buy	+500	New	+$149K	0.04%	128

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Correct Capital Wealth Management's ISRG Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, selling an estimated $7.59K and leaving 539 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #98.

Correct Capital Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $314K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Correct Capital Wealth Management held 539 shares of Intuitive Surgical worth $248K as of Q1 2026.
Correct Capital Wealth Management sold 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
Intuitive Surgical made up 0.05% of Correct Capital Wealth Management's portfolio in Q1 2026, its #98 holding.
Correct Capital Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Intuitive Surgical position peaked at $314K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.