Foundations Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Foundations Investment Advisors’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	$543K	Buy	1,178 +157	+15%	+$79.4K	0.01%	689
2025 Q4	$578K	Sell	1,021 -1,694	-62%	-$902K	0.01%	664
2025 Q3	$1.21M	Sell	2,715 -37,895	-93%	-$18.2M	0.02%	428
2025 Q2	$22.1M	Buy	40,610 +4,507	+12%	+$2.36M	0.35%	72
2025 Q1	$17.9M	Buy	36,103 +34,943	+3,012%	+$19.3M	0.33%	76
2024 Q4	$605K	Buy	1,160 +570	+97%	+$297K	0.01%	508
2024 Q3	$290K	Buy	590 +46	+8%	+$21.4K	0.01%	642
2024 Q2	$242K	Sell	544 -22	-4%	-$8.76K	0.01%	666
2024 Q1	$226K	Buy	+566	New	+$214K	0.01%	649

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

Foundations Investment Advisors's ISRG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $79.4K and bringing the position to 1,178 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #689.

Foundations Investment Advisors first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Foundations Investment Advisors held 1,178 shares of Intuitive Surgical worth $543K as of Q1 2026.
Foundations Investment Advisors bought 157 Intuitive Surgical shares in Q1 2026, an estimated $79.4K.
Intuitive Surgical made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #689 holding.
Foundations Investment Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Intuitive Surgical position peaked at $22.1M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.