Destination Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Destination 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	$20.6M	Buy	44,722 +2,890	+7%	+$1.46M	0.54%	64
2025 Q4	$23.7M	Buy	41,832 +2,146	+5%	+$1.14M	0.62%	54
2025 Q3	$17.7M	Buy	39,686 +13,277	+50%	+$6.37M	0.49%	65
2025 Q2	$14.4M	Buy	26,409 +25,626	+3,273%	+$13.4M	0.42%	68
2025 Q1	$388K	Buy	783 +66	+9%	+$36.5K	0.01%	186
2024 Q4	$374K	Sell	717 -53	-7%	-$27.6K	0.01%	184
2024 Q3	$378K	Buy	770 +30	+4%	+$14K	0.01%	181
2024 Q2	$329K	Buy	740 +6	+0.8%	+$2.39K	0.01%	168
2024 Q1	$293K	Buy	734 +97	+15%	+$36.7K	0.01%	174
2023 Q4	$215K	Buy	+637	New	+$190K	0.01%	189
2019 Q2	–	Sell	-513	Closed	-$98K	–	650
2019 Q1	$98K	Buy	513 +63	+14%	+$11.2K	0.01%	191
2018 Q4	$72K	Hold	450	–	–	﹤0.01%	219
2018 Q3	$86K	Hold	450	–	–	﹤0.01%	222
2018 Q2	$72K	Hold	450	–	–	﹤0.01%	224
2018 Q1	$62K	Buy	+450	New	+$62.8K	﹤0.01%	230

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Destination Wealth Management increased its Intuitive Surgical (ISRG) stake by 6.9% in Q1 2026, buying an estimated $1.46M and bringing the position to 44,722 shares worth $20.6M. The position accounts for 0.54% of the portfolio, ranked #64.

Destination Wealth Management first reported a position in ISRG in Q1 2018 and has held it in 15 quarters since. The position peaked at $23.7M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Destination Wealth Management held 44,722 shares of Intuitive Surgical worth $20.6M as of Q1 2026.
Destination Wealth Management bought 2,890 Intuitive Surgical shares in Q1 2026, an estimated $1.46M.
Intuitive Surgical made up 0.54% of Destination Wealth Management's portfolio in Q1 2026, its #64 holding.
Destination Wealth Management first reported a position in Intuitive Surgical in Q1 2018 and has held it in 15 quarters since.
Destination Wealth Management's Intuitive Surgical position peaked at $23.7M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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