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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 		– Sell
-200
Closed -$23.7K – 341
2025
Q4 		$23.7K Hold
200
– – ﹤0.01% 302
2025
Q3 		$10.1K Buy
+200
New +$96K ﹤0.01% 289

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

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.