Financial Gravity Asset Management’s Intuitive Surgical ISRG Stock Holding History

Financial Gravity Asset Management’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	$11.5K	Buy	25 +8	+47%	+$4.05K	﹤0.01%	548
2025 Q4	$9.63K	Sell	17 -1	-6%	-$532	﹤0.01%	494
2025 Q3	$8.05K	Buy	+18	New	+$8.64K	﹤0.01%	607
2025 Q1	$8.91K	Buy	+18	New	+$9.95K	﹤0.01%	628
2024 Q2	–	Sell	-16	Closed	-$6.2K	–	1948
2024 Q1	$6.2K	Buy	16 +8	+100%	+$3.02K	﹤0.01%	818
2023 Q4	$2.14K	Buy	8 +4	+100%	+$1.19K	﹤0.01%	971
2023 Q3	$892	Sell	4 -338	-99%	-$106K	﹤0.01%	772
2023 Q2	$3.66K	Buy	+342	New	+$103K	0.01%	533
2023 Q1	–	Sell	-265	Closed	-$3.55K	–	1398
2022 Q4	$3.55K	Buy	+265	New	+$64.6K	0.02%	455
2022 Q1	–	Sell	-1,077	Closed	-$88	–	955
2021 Q4	$88	Buy	+1,077	New	+$371K	﹤0.01%	679
2019 Q2	–	Sell	-75	Closed	-$14K	–	1443
2019 Q1	$14K	Buy	+75	New	+$13.3K	0.01%	494
2018 Q3	$12K	Hold	75	–	–	0.01%	548
2018 Q2	$13K	Buy	+75	New	+$11.4K	0.01%	526

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 Gravity Asset Management's ISRG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Intuitive Surgical (ISRG) stake by 47% in Q1 2026, buying an estimated $4.05K and bringing the position to 25 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Financial Gravity Asset Management first reported a position in ISRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $14K in Q1 2019. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Financial Gravity Asset Management held 25 shares of Intuitive Surgical worth $11.5K as of Q1 2026.
Financial Gravity Asset Management bought 8 Intuitive Surgical shares in Q1 2026, an estimated $4.05K.
Intuitive Surgical made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #548 holding.
Financial Gravity Asset Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Intuitive Surgical position peaked at $14K in Q1 2019.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.