CFO
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CVA Family Office’s Intuitive Surgical ISRG Stock Holding History

CVA Family Office’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 		$300K Buy
650
+76
+13% +$38.4K 0.03% 246
2025
Q4 		$325K Buy
574
+80
+16% +$42.6K 0.04% 226
2025
Q3 		$221K Sell
494
-166
-25% -$79.7K 0.03% 275
2025
Q2 		$359K Sell
660
-18
-3% -$9.41K 0.05% 208
2025
Q1 		$336K Buy
678
+41
+6% +$22.7K 0.05% 203
2024
Q4 		$332K Buy
637
+104
+20% +$54.2K 0.05% 206
2024
Q3 		$262K Sell
533
-15
-3% -$6.98K 0.04% 222
2024
Q2 		$244K Buy
548
+37
+7% +$14.7K 0.04% 214
2024
Q1 		$204K Buy
511
+1
+0.2% +$378 0.04% 244
2023
Q4 		$172K Buy
+510
New +$152K 0.03% 259
2023
Q3 		– Sell
-541
Closed -$185K – 590
2023
Q2 		$185K Buy
541
+167
+45% +$50.5K 0.04% 233
2023
Q1 		$95.5K Sell
374
-203
-35% -$50K 0.02% 317
2022
Q4 		$153K Sell
577
-29
-5% -$7.07K 0.04% 241
2022
Q3 		$114K Sell
606
-42
-6% -$9.02K 0.03% 221
2022
Q2 		$130K Sell
648
-115
-15% -$27K 0.04% 211
2022
Q1 		$230K Buy
763
+25
+3% +$7.3K 0.06% 162
2021
Q4 		$265K Buy
+738
New +$254K 0.07% 148
2021
Q3 		– Sell
-663
Closed -$203K – 603
2021
Q2 		$203K Buy
663
+363
+121% +$102K 0.06% 159
2021
Q1 		$74K Buy
+300
New +$75.5K 0.03% 224

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

CVA Family Office's ISRG Position: Q1 2026 in Review

CVA Family Office increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $38.4K and bringing the position to 650 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #246.

CVA Family Office first reported a position in ISRG in Q1 2021 and has held it in 19 quarters since. The position peaked at $359K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • CVA Family Office held 650 shares of Intuitive Surgical worth $300K as of Q1 2026.
  • CVA Family Office bought 76 Intuitive Surgical shares in Q1 2026, an estimated $38.4K.
  • Intuitive Surgical made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #246 holding.
  • CVA Family Office first reported a position in Intuitive Surgical in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Intuitive Surgical position peaked at $359K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.