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Elwood & Goetz Wealth Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$279K Buy
606
+1
+0.2% +$506 0.05% 115
2025
Q4 		$343K Buy
605
+25
+4% +$13.3K 0.06% 91
2025
Q3 		$259K Hold
580
– – 0.05% 108
2025
Q2 		$315K Sell
580
-14
-2% -$7.32K 0.07% 88
2025
Q1 		$294K Buy
594
+14
+2% +$7.74K 0.07% 77
2024
Q4 		$303K Hold
580
– – 0.07% 77
2024
Q3 		$285K Buy
+580
New +$270K 0.07% 77

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

Elwood & Goetz Wealth Advisory Group's ISRG Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Intuitive Surgical (ISRG) stake by 0.17% in Q1 2026, buying an estimated $506 and bringing the position to 606 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #115.

Elwood & Goetz Wealth Advisory Group first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 606 shares of Intuitive Surgical worth $279K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 1 Intuitive Surgical share in Q1 2026, an estimated $506.
  • Intuitive Surgical made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #115 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Intuitive Surgical position peaked at $343K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.