DWA
ISRG icon

Delos Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Delos Wealth Advisors’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 		$95.9K Sell
208
-2
-1% -$1.01K 0.05% 106
2025
Q4 		$119K Hold
210
– – 0.08% 67
2025
Q3 		$93.9K Hold
210
– – 0.06% 81
2025
Q2 		$114K Buy
+210
New +$110K 0.09% 67
2025
Q1 		– Sell
-7
Closed -$3.65K – 114
2024
Q4 		$3.65K Hold
7
– – ﹤0.01% 146
2024
Q3 		$3.44K Sell
7
-60
-90% -$27.9K ﹤0.01% 141
2024
Q2 		$29.8K Sell
67
-5
-7% -$1.99K 0.03% 89
2024
Q1 		$28.7K Buy
72
+57
+380% +$21.5K 0.03% 81
2023
Q4 		$5.06K Hold
15
– – 0.01% 111
2023
Q3 		$4.69K Hold
15
– – 0.01% 160
2023
Q2 		$5.13K Hold
15
– – 0.01% 156
2023
Q1 		$3.83K Hold
15
– – ﹤0.01% 166
2022
Q4 		$3.98K Hold
15
– – 0.01% 179
2022
Q3 		$3K Buy
15
+3
+25% +$644 ﹤0.01% 184
2022
Q2 		$2K Sell
12
-249
-95% -$58.4K ﹤0.01% 194
2022
Q1 		$79K Hold
261
– – 0.08% 62
2021
Q4 		$94K Buy
261
+51
+24% +$17.5K 0.09% 52
2021
Q3 		$70K Buy
210
+198
+1,650% +$66.5K 0.08% 50
2021
Q2 		$4K Buy
+12
New +$3.37K 0.01% 117

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

Delos Wealth Advisors's ISRG Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.95% in Q1 2026, selling an estimated $1.01K and leaving 208 shares worth $95.9K. The position accounts for 0.05% of the portfolio, ranked #106.

Delos Wealth Advisors first reported a position in ISRG in Q2 2021 and has held it in 19 quarters since. The position peaked at $119K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Delos Wealth Advisors held 208 shares of Intuitive Surgical worth $95.9K as of Q1 2026.
  • Delos Wealth Advisors sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
  • Intuitive Surgical made up 0.05% of Delos Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Delos Wealth Advisors first reported a position in Intuitive Surgical in Q2 2021 and has held it in 19 quarters since.
  • Delos Wealth Advisors's Intuitive Surgical position peaked at $119K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.