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Daner Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Daner 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 		– Sell
-495
Closed -$245K – 96
2025
Q4 		$245K Buy
495
+38
+8% +$20.2K 0.15% 81
2025
Q3 		$204K Buy
+457
New +$219K 0.13% 98

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

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

Daner Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 495 shares — an estimated $245K sold.

Daner Wealth Management first reported a position in ISRG in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Daner Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Daner Wealth Management sold 495 Intuitive Surgical shares in Q1 2026, an estimated $245K.
  • Daner Wealth Management first reported a position in Intuitive Surgical in Q3 2025 and held it in 2 quarters.
  • Daner Wealth Management's Intuitive Surgical position peaked at $245K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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