Financial Connections Group’s Intuitive Surgical ISRG Stock Holding History

Financial Connections 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	$33K	Hold	72	–	–	0.01%	130
2025 Q4	$40K	Hold	72	–	–	0.01%	116
2025 Q3	$32K	Hold	72	–	–	0.01%	125
2025 Q2	$39K	Hold	72	–	–	0.02%	117
2025 Q1	$35K	Hold	72	–	–	0.02%	110
2024 Q4	$37K	Hold	72	–	–	0.02%	106
2024 Q3	$35K	Sell	72 -9	-11%	-$4.19K	0.02%	108
2024 Q2	$36K	Hold	81	–	–	0.02%	115
2024 Q1	$33K	Sell	81 -320	-80%	-$121K	0.04%	67
2023 Q4	$135K	Hold	401	–	–	0.09%	64
2023 Q3	$117K	Hold	401	–	–	0.14%	45
2023 Q2	$137K	Buy	401 +329	+457%	+$99.5K	0.09%	70
2023 Q1	$18K	Hold	72	–	–	0.01%	139
2022 Q4	$19K	Buy	+72	New	+$17.6K	0.02%	138
2022 Q3	–	Sell	-48	Closed	-$9K	–	262
2022 Q2	$9K	Buy	+48	New	+$11.3K	0.01%	192

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

Financial Connections Group's ISRG Position: Q1 2026 in Review

Financial Connections Group held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 72 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #130.

Financial Connections Group first reported a position in ISRG in Q2 2022 and has held it in 15 quarters since. The position peaked at $137K in Q2 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Financial Connections Group held 72 shares of Intuitive Surgical worth $33K as of Q1 2026.
Financial Connections Group left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #130 holding.
Financial Connections Group first reported a position in Intuitive Surgical in Q2 2022 and has held it in 15 quarters since.
Financial Connections Group's Intuitive Surgical position peaked at $137K in Q2 2023.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.