CPA Asset Management’s Intuitive Surgical ISRG Stock Holding History

CPA Asset 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	–	Sell	-365	Closed	-$207K	–	104
2025 Q4	$207K	Buy	+365	New	+$194K	0.07%	103

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

CPA Asset Management's ISRG Position: Q1 2026 in Review

CPA Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 365 shares — an estimated $207K sold.

CPA Asset Management first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

CPA Asset Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
CPA Asset Management sold 365 Intuitive Surgical shares in Q1 2026, an estimated $207K.
CPA Asset Management first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
CPA Asset Management's Intuitive Surgical position peaked at $207K in Q4 2025.
2,306 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on CPA Asset Management's 13F filing for Q1 2026, filed 5 May 2026.