Financial Management Network’s Intuitive Surgical ISRG Stock Holding History

Financial Management Network’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	$484K	Sell	1,064 -9	-0.8%	-$4.55K	0.07%	126
2025 Q4	$603K	Sell	1,073 -33	-3%	-$17.6K	0.1%	112
2025 Q3	$497K	Sell	1,106 -4	-0.4%	-$1.92K	0.08%	119
2025 Q2	$604K	Buy	1,110 +3	+0.3%	+$1.57K	0.11%	105
2025 Q1	$513K	Hold	1,107	–	–	0.12%	100
2024 Q4	$593K	Buy	1,107 +7	+0.6%	+$3.65K	0.12%	98
2024 Q3	$530K	Buy	1,100 +5	+0.5%	+$2.33K	0.11%	109
2024 Q2	$486K	Hold	1,095	–	–	0.12%	103
2024 Q1	$415K	Hold	1,095	–	–	0.1%	111
2023 Q4	$353K	Hold	1,095	–	–	0.1%	106
2023 Q3	$318K	Sell	1,095 -5	-0.5%	-$1.56K	0.11%	113
2023 Q2	$370K	Hold	1,100	–	–	0.13%	104
2023 Q1	$280K	Hold	1,100	–	–	0.11%	109
2022 Q4	$297K	Buy	+1,100	New	+$268K	0.13%	114

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 Management Network's ISRG Position: Q1 2026 in Review

Financial Management Network reduced its Intuitive Surgical (ISRG) stake by 0.84% in Q1 2026, selling an estimated $4.55K and leaving 1,064 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #126.

Financial Management Network first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $604K in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Financial Management Network held 1,064 shares of Intuitive Surgical worth $484K as of Q1 2026.
Financial Management Network sold 9 Intuitive Surgical shares in Q1 2026, an estimated $4.55K.
Intuitive Surgical made up 0.07% of Financial Management Network's portfolio in Q1 2026, its #126 holding.
Financial Management Network first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
Financial Management Network's Intuitive Surgical position peaked at $604K in Q2 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.