Fi3 Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Fi3 Financial 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	$320K	Buy	694 +94	+16%	+$47.6K	0.09%	130
2025 Q4	$340K	Buy	+600	New	+$319K	0.1%	116
2025 Q3	–	Sell	-502	Closed	-$273K	–	173
2025 Q2	$273K	Buy	502 +74	+17%	+$38.7K	0.1%	106
2025 Q1	$212K	Sell	428 -50	-10%	-$27.7K	0.09%	120
2024 Q4	$249K	Sell	478 -28	-6%	-$14.6K	0.09%	94
2024 Q3	$249K	Sell	506 -18	-3%	-$8.38K	0.1%	82
2024 Q2	$233K	Sell	524 -112	-18%	-$44.6K	0.1%	71
2024 Q1	$243K	Sell	636 -24	-4%	-$9.07K	0.11%	68
2023 Q4	$223K	Sell	660 -41	-6%	-$12.2K	0.11%	66
2023 Q3	$205K	Sell	701 -24	-3%	-$7.5K	0.11%	65
2023 Q2	$248K	Buy	+725	New	+$219K	0.13%	57
2023 Q1	–	Sell	-755	Closed	-$200K	–	79
2022 Q4	$200K	Buy	+755	New	+$184K	0.11%	68

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

Fi3 Financial Advisors's ISRG Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Intuitive Surgical (ISRG) stake by 16% in Q1 2026, buying an estimated $47.6K and bringing the position to 694 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #130.

Fi3 Financial Advisors first reported a position in ISRG in Q4 2022 and has held it in 12 quarters since. The position peaked at $340K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Fi3 Financial Advisors held 694 shares of Intuitive Surgical worth $320K as of Q1 2026.
Fi3 Financial Advisors bought 94 Intuitive Surgical shares in Q1 2026, an estimated $47.6K.
Intuitive Surgical made up 0.09% of Fi3 Financial Advisors's portfolio in Q1 2026, its #130 holding.
Fi3 Financial Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 12 quarters since.
Fi3 Financial Advisors's Intuitive Surgical position peaked at $340K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.