EWM
ISRG icon

Elevatus Welath Management’s Intuitive Surgical ISRG Stock Holding History

Elevatus Welath 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 		$260K Buy
563
+7
+1% +$3.54K 0.14% 117
2025
Q4 		$315K Sell
556
-149
-21% -$79.3K 0.09% 116
2025
Q3 		$315K Sell
705
-7,487
-91% -$3.59M 0.09% 94
2025
Q2 		$4.45M Buy
+8,192
New +$4.28M 1.48% 23
2025
Q1 		– Sell
-8,412
Closed -$4.39M – 111
2024
Q4 		$4.39M Buy
8,412
+223
+3% +$116K 1.5% 18
2024
Q3 		$4.02M Buy
8,189
+107
+1% +$49.8K 1.32% 24
2024
Q2 		$3.6M Buy
+8,082
New +$3.22M 1.34% 25
2023
Q4 		– Sell
-12,264
Closed -$3.58M – 101
2023
Q3 		$3.58M Buy
+12,264
New +$3.83M 3.24% 11

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