Financial Engines Advisors
ISRG icon

Financial Engines Advisors’s Intuitive Surgical ISRG Stock Holding History

Financial Engines 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 		– Sell
-468
Closed -$265K – 553
2025
Q4 		$265K Sell
468
-37
-7% -$19.7K ﹤0.01% 485
2025
Q3 		$226K Sell
505
-352
-41% -$169K ﹤0.01% 513
2025
Q2 		$466K Buy
+857
New +$448K ﹤0.01% 392
2024
Q2 		– Sell
-685
Closed -$273K – 359
2024
Q1 		$273K Buy
685
+23
+3% +$8.69K ﹤0.01% 305
2023
Q4 		$223K Buy
+662
New +$197K ﹤0.01% 295
2023
Q3 		– Sell
-1,145
Closed -$392K – 290
2023
Q2 		$392K Buy
1,145
+22
+2% +$6.66K ﹤0.01% 226
2023
Q1 		$287K Sell
1,123
-77
-6% -$19K ﹤0.01% 253
2022
Q4 		$318K Buy
1,200
+54
+5% +$13.2K ﹤0.01% 244
2022
Q3 		$214K Buy
+1,146
New +$246K ﹤0.01% 272

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

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

Financial Engines Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 468 shares — an estimated $265K sold.

Financial Engines Advisors first reported a position in ISRG in Q3 2022 and held it in 9 quarters. The position peaked at $466K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Financial Engines Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 468 Intuitive Surgical shares in Q1 2026, an estimated $265K.
  • Financial Engines Advisors first reported a position in Intuitive Surgical in Q3 2022 and held it in 9 quarters.
  • Financial Engines Advisors's Intuitive Surgical position peaked at $466K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.