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Forum Financial Management’s Intuitive Surgical ISRG Stock Holding History

Forum Financial 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 		– Sell
-2,608
Closed -$1.48M – 663
2025
Q4 		$1.48M Sell
2,608
-16
-0.6% -$8.52K 0.02% 174
2025
Q3 		$1.17M Buy
2,624
+495
+23% +$238K 0.02% 210
2025
Q2 		$1.16M Buy
2,129
+123
+6% +$64.3K 0.02% 192
2025
Q1 		$994K Buy
2,006
+7
+0.4% +$3.87K 0.02% 212
2024
Q4 		$1.04M Buy
1,999
+33
+2% +$17.2K 0.02% 203
2024
Q3 		$966K Buy
1,966
+35
+2% +$16.3K 0.02% 192
2024
Q2 		$859K Sell
1,931
-6
-0.3% -$2.39K 0.02% 200
2024
Q1 		$773K Buy
1,937
+1
+0.1% +$378 0.01% 231
2023
Q4 		$653K Sell
1,936
-5
-0.3% -$1.49K 0.01% 231
2023
Q3 		$567K Buy
1,941
+47
+2% +$14.7K 0.01% 254
2023
Q2 		$648K Sell
1,894
-33
-2% -$9.98K 0.01% 236
2023
Q1 		$492K Buy
1,927
+36
+2% +$8.87K 0.01% 266
2022
Q4 		$502K Hold
1,891
– – 0.02% 254
2022
Q3 		$354K Buy
+1,891
New +$406K 0.02% 302
2022
Q2 		– Sell
-1,341
Closed -$404K – 617
2022
Q1 		$404K Sell
1,341
-371
-22% -$108K 0.02% 293
2021
Q4 		$615K Buy
+1,712
New +$589K 0.03% 205

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

Forum Financial Management's ISRG Position: Q1 2026 in Review

Forum Financial Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 2,608 shares — an estimated $1.48M sold.

Forum Financial Management first reported a position in ISRG in Q4 2021 and held it in 16 quarters. The position peaked at $1.48M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Forum Financial Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,608 Intuitive Surgical shares in Q1 2026, an estimated $1.48M.
  • Forum Financial Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Intuitive Surgical position peaked at $1.48M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.