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ISRG icon

CreativeOne Wealth’s Intuitive Surgical ISRG Stock Holding History

CreativeOne Wealth’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 		$1.79M Sell
3,883
-353
-8% -$179K 0.04% 384
2025
Q4 		$2.4M Sell
4,236
-47
-1% -$25K 0.06% 298
2025
Q3 		$1.92M Sell
4,283
-1,744
-29% -$837K 0.05% 347
2025
Q2 		$3.28M Buy
6,027
+555
+10% +$290K 0.09% 219
2025
Q1 		$2.71M Buy
5,472
+486
+10% +$269K 0.08% 240
2024
Q4 		$2.6M Buy
4,986
+2,331
+88% +$1.21M 0.08% 232
2024
Q3 		$1.3M Buy
2,655
+372
+16% +$173K 0.04% 359
2024
Q2 		$1.01M Sell
2,283
-41
-2% -$16.3K 0.05% 328
2024
Q1 		$927K Buy
2,324
+678
+41% +$256K 0.04% 397
2023
Q4 		$555K Buy
1,646
+75
+5% +$22.4K 0.04% 347
2023
Q3 		$459K Sell
1,571
-1,733
-52% -$541K 0.03% 349
2023
Q2 		$1.13M Sell
3,304
-183
-5% -$55.4K 0.05% 311
2023
Q1 		$890K Sell
3,487
-1,245
-26% -$307K 0.04% 324
2022
Q4 		$1.25M Sell
4,732
-74
-2% -$18K 0.07% 250
2022
Q3 		$901K Buy
4,806
+87
+2% +$18.7K 0.05% 281
2022
Q2 		$947K Sell
4,719
-125
-3% -$29.3K 0.05% 270
2022
Q1 		$1.46M Buy
4,844
+492
+11% +$144K 0.08% 218
2021
Q4 		$1.56M Sell
4,352
-2,101
-33% -$723K 0.08% 218
2021
Q3 		$2.18M Buy
6,453
+2,646
+70% +$889K 0.13% 138
2021
Q2 		$1.17M Buy
3,807
+660
+21% +$185K 0.07% 224
2021
Q1 		$775K Buy
3,147
+363
+13% +$91.3K 0.06% 245
2020
Q4 		$759K Buy
2,784
+1,122
+68% +$279K 0.06% 224
2020
Q3 		$393K Buy
+1,662
New +$373K 0.05% 182

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

CreativeOne Wealth's ISRG Position: Q1 2026 in Review

CreativeOne Wealth reduced its Intuitive Surgical (ISRG) stake by 8.3% in Q1 2026, selling an estimated $179K and leaving 3,883 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #384.

CreativeOne Wealth first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • CreativeOne Wealth held 3,883 shares of Intuitive Surgical worth $1.79M as of Q1 2026.
  • CreativeOne Wealth sold 353 Intuitive Surgical shares in Q1 2026, an estimated $179K.
  • Intuitive Surgical made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #384 holding.
  • CreativeOne Wealth first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Intuitive Surgical position peaked at $3.28M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.