First Affirmative Financial Network’s Intuitive Surgical ISRG Stock Holding History

First Affirmative Financial 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	$896K	Buy	+1,944	New	+$983K	0.35%	59
2025 Q3	$580K	Buy	1,297 +136	+12%	+$65.3K	0.27%	90
2025 Q2	$631K	Buy	1,161 +70	+6%	+$36.6K	0.32%	76
2025 Q1	$540K	Buy	1,091 +105	+11%	+$58.1K	0.33%	83
2024 Q4	$515K	Sell	986 -30	-3%	-$15.6K	0.3%	86
2024 Q3	$499K	Buy	1,016 +20	+2%	+$9.31K	0.27%	95
2024 Q2	$443K	Buy	996 +26	+3%	+$10.4K	0.31%	95
2024 Q1	$387K	Buy	970 +70	+8%	+$26.5K	0.29%	110
2023 Q4	$304K	Buy	900 +59	+7%	+$17.6K	0.24%	137
2023 Q3	$246K	Sell	841 -9	-1%	-$2.81K	0.24%	140
2023 Q2	$291K	Sell	850 -1	-0.1%	-$303	0.29%	115
2023 Q1	$217K	Buy	851 +7	+0.8%	+$1.72K	0.25%	133
2022 Q4	$224K	Buy	+844	New	+$206K	0.27%	124
2022 Q2	–	Sell	-849	Closed	-$256K	–	150
2022 Q1	$256K	Buy	849 +120	+16%	+$35.1K	0.25%	124
2021 Q4	$262K	Buy	729 +63	+9%	+$21.7K	0.24%	127
2021 Q3	$221K	Buy	+666	New	+$224K	0.23%	140

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

First Affirmative Financial Network's ISRG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 1,944 shares worth $896K. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ISRG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in ISRG in Q3 2021 and has held it in 16 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

First Affirmative Financial Network held 1,944 shares of Intuitive Surgical worth $896K as of Q1 2026.
Intuitive Surgical was a new First Affirmative Financial Network position in Q1 2026.
Intuitive Surgical made up 0.35% of First Affirmative Financial Network's portfolio in Q1 2026, its #59 holding.
First Affirmative Financial Network first reported a position in Intuitive Surgical in Q3 2021 and has held it in 16 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.