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Focused Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Focused 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
2025
Q3 		– Sell
-300
Closed -$163K – 222
2025
Q2 		$163K Buy
+300
New +$157K 0.02% 182

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

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

Focused Wealth Management increased its Intuitive Surgical (ISRG) stake by 8.4% in Q1 2026, buying an estimated $17.7K and bringing the position to 453 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #189.

Focused Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Focused Wealth Management held 453 shares of Intuitive Surgical worth $209K as of Q1 2026.
  • Focused Wealth Management bought 35 Intuitive Surgical shares in Q1 2026, an estimated $17.7K.
  • Intuitive Surgical made up 0.02% of Focused Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Focused Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • Focused Wealth Management's Intuitive Surgical position peaked at $237K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.