Finer Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Finer Wealth 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	$215K	Hold	466	–	–	0.11%	84
2025 Q4	$264K	Sell	466 -226	-33%	-$120K	0.13%	75
2025 Q3	$309K	Sell	692 -61	-8%	-$29.3K	0.15%	69
2025 Q2	$409K	Hold	753	–	–	0.22%	60
2025 Q1	$373K	Sell	753 -10	-1%	-$5.53K	0.22%	66
2024 Q4	$398K	Sell	763 -74	-9%	-$38.5K	0.23%	66
2024 Q3	$411K	Hold	837	–	–	0.25%	60
2024 Q2	$372K	Hold	837	–	–	0.24%	61
2024 Q1	$334K	Hold	837	–	–	0.22%	65
2023 Q4	$282K	Sell	837 -78	-9%	-$23.3K	0.21%	68
2023 Q3	$267K	Hold	915	–	–	0.21%	67
2023 Q2	$313K	Hold	915	–	–	0.24%	66
2023 Q1	$234K	Sell	915 -4	-0.4%	-$985	0.2%	77
2022 Q4	$244K	Buy	+919	New	+$224K	0.23%	73
2022 Q2	–	Sell	-972	Closed	-$293K	–	81
2022 Q1	$293K	Hold	972	–	–	0.24%	74
2021 Q4	$349K	Buy	+972	New	+$334K	0.29%	67

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

Finer Wealth Management's ISRG Position: Q1 2026 in Review

Finer Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 466 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #84.

Finer Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $411K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Finer Wealth Management held 466 shares of Intuitive Surgical worth $215K as of Q1 2026.
Finer Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.11% of Finer Wealth Management's portfolio in Q1 2026, its #84 holding.
Finer Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 16 quarters since.
Finer Wealth Management's Intuitive Surgical position peaked at $411K in Q3 2024.
2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.