Empower Advisory Group
ISRG icon

Empower Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Empower 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 		$869K Sell
1,884
-180
-9% -$91.1K ﹤0.01% 251
2025
Q4 		$1.17M Sell
2,064
-4,091
-66% -$2.18M ﹤0.01% 236
2025
Q3 		$2.75M Sell
6,155
-1,147
-16% -$550K 0.01% 201
2025
Q2 		$3.97M Buy
7,302
+4,286
+142% +$2.24M 0.01% 184
2025
Q1 		$1.49M Buy
3,016
+1,351
+81% +$747K ﹤0.01% 213
2024
Q4 		$869K Sell
1,665
-32
-2% -$16.7K ﹤0.01% 258
2024
Q3 		$834K Sell
1,697
-17
-1% -$7.91K ﹤0.01% 250
2024
Q2 		$762K Buy
1,714
+38
+2% +$15.1K ﹤0.01% 251
2024
Q1 		$669K Buy
1,676
+156
+10% +$58.9K ﹤0.01% 265
2023
Q4 		$513K Buy
1,520
+130
+9% +$38.8K ﹤0.01% 293
2023
Q3 		$406K Sell
1,390
-21
-1% -$6.56K ﹤0.01% 323
2023
Q2 		$482K Sell
1,411
-28
-2% -$8.47K ﹤0.01% 314
2023
Q1 		$365K Buy
+1,439
New +$355K ﹤0.01% 348

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

Empower Advisory Group's ISRG Position: Q1 2026 in Review

Empower Advisory Group reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q1 2026, selling an estimated $91.1K and leaving 1,884 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Empower Advisory Group first reported a position in ISRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.97M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Empower Advisory Group held 1,884 shares of Intuitive Surgical worth $869K as of Q1 2026.
  • Empower Advisory Group sold 180 Intuitive Surgical shares in Q1 2026, an estimated $91.1K.
  • Intuitive Surgical made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #251 holding.
  • Empower Advisory Group first reported a position in Intuitive Surgical in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Intuitive Surgical position peaked at $3.97M in Q2 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.