EWM
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Elite Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Elite 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 		$275K Sell
596
-15,589
-96% -$7.89M 0.09% 41
2025
Q4 		$9.17M Sell
16,185
-944
-6% -$503K 2.5% 10
2025
Q3 		$7.66M Buy
17,129
+8,923
+109% +$4.28M 1.98% 9
2025
Q2 		$4.46M Sell
8,206
-9,908
-55% -$5.18M 1.47% 9
2025
Q1 		$8.97M Sell
18,114
-4,990
-22% -$2.76M 1.17% 8
2024
Q4 		$12.1M Sell
23,104
-831
-3% -$433K 1.49% 10
2024
Q3 		$11.8M Sell
23,935
-404
-2% -$188K 1.61% 8
2024
Q2 		$10.8M Buy
24,339
+45
+0.2% +$17.9K 0.36% 10
2024
Q1 		$9.7M Buy
24,294
+2,230
+10% +$843K 0.34% 10
2023
Q4 		$7.44M Sell
22,064
-454
-2% -$135K 0.46% 9
2023
Q3 		$6.58M Buy
22,518
+8,653
+62% +$2.7M 0.48% 10
2023
Q2 		$4.74M Buy
13,865
+1,622
+13% +$491K 0.36% 12
2023
Q1 		$3.13M Sell
12,243
-256
-2% -$63.1K 0.19% 13
2022
Q4 		$3.32M Sell
12,499
-195
-2% -$47.5K 0.3% 10
2022
Q3 		$2.38M Sell
12,694
-1,212
-9% -$260K 0.2% 12
2022
Q2 		$2.79M Sell
13,906
-403
-3% -$94.5K 0.42% 11
2022
Q1 		$4.32M Sell
14,309
-1,081
-7% -$316K 0.7% 10
2021
Q4 		$5.53M Sell
15,390
-720
-4% -$248K 0.78% 10
2021
Q3 		$5.34M Sell
16,110
-69
-0.4% -$23.2K 1.01% 10
2021
Q2 		$4.96K Sell
16,179
-612
-4% -$172K 0.45% 10
2021
Q1 		$4.14K Buy
16,791
+1,407
+9% +$354K 0.53% 10
2020
Q4 		$4.2M Sell
15,384
-150
-1% -$37.2K 0.54% 9
2020
Q3 		$3.67M Buy
15,534
+150
+1% +$33.7K 0.51% 7
2020
Q2 		$2.92M Buy
15,384
+45
+0.3% +$8.07K 0.86% 11
2020
Q1 		$2.53M Buy
+15,339
New +$2.81M 1.98% 10
2013
Q4 		– Sell
-261
Closed -$11K – 892
2013
Q3 		$11K Buy
+261
New +$11.5K 0.01% 297

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

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

Elite Wealth Management reduced its Intuitive Surgical (ISRG) stake by 96% in Q1 2026, selling an estimated $7.89M and leaving 596 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #41.

Elite Wealth Management first reported a position in ISRG in Q3 2013 and has held it in 26 quarters since. The position peaked at $12.1M in Q4 2024. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Elite Wealth Management held 596 shares of Intuitive Surgical worth $275K as of Q1 2026.
  • Elite Wealth Management sold 15,589 Intuitive Surgical shares in Q1 2026, an estimated $7.89M.
  • Intuitive Surgical made up 0.09% of Elite Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Elite Wealth Management first reported a position in Intuitive Surgical in Q3 2013 and has held it in 26 quarters since.
  • Elite Wealth Management's Intuitive Surgical position peaked at $12.1M in Q4 2024.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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