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Dakota Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Dakota 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 		$2.14M Sell
4,649
-1,554
-25% -$786K 0.05% 275
2025
Q4 		$3.51M Buy
6,203
+1,511
+32% +$804K 0.06% 214
2025
Q3 		$2.1M Sell
4,692
-8,291
-64% -$3.98M 0.04% 253
2025
Q2 		$7.06M Sell
12,983
-10,043
-44% -$5.25M 0.15% 123
2025
Q1 		$11.4M Buy
23,026
+14,074
+157% +$7.78M 0.27% 82
2024
Q4 		$4.67M Sell
8,952
-306
-3% -$159K 0.11% 162
2024
Q3 		$4.55M Sell
9,258
-4,216
-31% -$1.96M 0.1% 174
2024
Q2 		$5.99M Buy
13,474
+4,396
+48% +$1.75M 0.14% 134
2024
Q1 		$3.62M Buy
9,078
+1,188
+15% +$449K 0.09% 192
2023
Q4 		$2.66M Sell
7,890
-1,982
-20% -$591K 0.1% 187
2023
Q3 		$2.89M Buy
9,872
+4,240
+75% +$1.32M 0.13% 163
2023
Q2 		$1.93M Buy
5,632
+2,209
+65% +$668K 0.09% 182
2023
Q1 		$875K Buy
3,423
+255
+8% +$62.8K 0.06% 252
2022
Q4 		$841K Buy
3,168
+369
+13% +$90K 0.06% 248
2022
Q3 		$525K Sell
2,799
-894
-24% -$192K 0.04% 333
2022
Q2 		$741K Sell
3,693
-2,394
-39% -$562K 0.07% 224
2022
Q1 		$1.84M Sell
6,087
-527
-8% -$154K 0.15% 156
2021
Q4 		$2.38M Buy
6,614
+11
+0.2% +$3.79K 0.25% 105
2021
Q3 		$2.19M Buy
6,603
+4,350
+193% +$1.46M 0.25% 108
2021
Q2 		$690K Sell
2,253
-3
-0.1% -$842 0.08% 190
2021
Q1 		$556K Sell
2,256
-3
-0.1% -$755 0.07% 200
2020
Q4 		$616K Buy
2,259
+57
+3% +$14.2K 0.08% 191
2020
Q3 		$521K Buy
2,202
+945
+75% +$212K 0.08% 173
2020
Q2 		$239K Buy
+1,257
New +$225K 0.04% 238
2020
Q1 		– Sell
-1,197
Closed -$236K – 294
2019
Q4 		$236K Hold
1,197
– – 0.04% 271
2019
Q3 		$215K Buy
+1,197
New +$207K 0.04% 278
2019
Q2 		– Sell
-1,209
Closed -$230K – 298
2019
Q1 		$230K Buy
+1,209
New +$215K 0.05% 266

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

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

Dakota Wealth Management reduced its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, selling an estimated $786K and leaving 4,649 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #275.

Dakota Wealth Management first reported a position in ISRG in Q1 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q1 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Dakota Wealth Management held 4,649 shares of Intuitive Surgical worth $2.14M as of Q1 2026.
  • Dakota Wealth Management sold 1,554 Intuitive Surgical shares in Q1 2026, an estimated $786K.
  • Intuitive Surgical made up 0.05% of Dakota Wealth Management's portfolio in Q1 2026, its #275 holding.
  • Dakota Wealth Management first reported a position in Intuitive Surgical in Q1 2019 and has held it in 27 quarters since.
  • Dakota Wealth Management's Intuitive Surgical position peaked at $11.4M in Q1 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.