Exencial Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Exencial Wealth Advisors’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	$10.2M	Sell	22,156 -1,088	-5%	-$550K	0.32%	84
2025 Q4	$13.2M	Buy	23,244 +22,433	+2,766%	+$11.9M	0.42%	68
2025 Q3	$363K	Sell	811 -7	-0.9%	-$3.36K	0.01%	425
2025 Q2	$445K	Buy	818 +157	+24%	+$82.1K	0.02%	379
2025 Q1	$327K	Buy	661 +20	+3%	+$11.1K	0.01%	418
2024 Q4	$335K	Buy	641 +72	+13%	+$37.5K	0.01%	417
2024 Q3	$279K	Buy	569 +43	+8%	+$20K	0.01%	439
2024 Q2	$234K	Sell	526 -7	-1%	-$2.79K	0.01%	455
2024 Q1	$213K	Buy	+533	New	+$201K	0.01%	481
2021 Q3	–	Sell	-1,143	Closed	-$350K	–	396
2021 Q2	$350K	Hold	1,143	–	–	0.02%	359
2021 Q1	$282K	Hold	1,143	–	–	0.02%	356
2020 Q4	$312K	Sell	1,143 -513	-31%	-$127K	0.02%	305
2020 Q3	$392K	Hold	1,656	–	–	0.02%	278
2020 Q2	$315K	Hold	1,656	–	–	0.03%	263
2020 Q1	$273K	Buy	1,656 +366	+28%	+$67K	0.05%	198
2019 Q4	$254K	Hold	1,290	–	–	0.04%	231
2019 Q3	$232K	Sell	1,290 -849	-40%	-$147K	0.05%	226
2019 Q2	$374K	Hold	2,139	–	–	0.09%	160
2019 Q1	$407K	Hold	2,139	–	–	0.1%	155
2018 Q4	$341K	Buy	+2,139	New	+$362K	0.09%	158

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Exencial Wealth Advisors's ISRG Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 4.7% in Q1 2026, selling an estimated $550K and leaving 22,156 shares worth $10.2M. The position accounts for 0.32% of the portfolio, ranked #84.

Exencial Wealth Advisors first reported a position in ISRG in Q4 2018 and has held it in 20 quarters since. The position peaked at $13.2M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Exencial Wealth Advisors held 22,156 shares of Intuitive Surgical worth $10.2M as of Q1 2026.
Exencial Wealth Advisors sold 1,088 Intuitive Surgical shares in Q1 2026, an estimated $550K.
Intuitive Surgical made up 0.32% of Exencial Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Exencial Wealth Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 20 quarters since.
Exencial Wealth Advisors's Intuitive Surgical position peaked at $13.2M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.