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Founders Financial Alliance’s Intuitive Surgical ISRG Stock Holding History

Founders Financial Alliance’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 		$240K Sell
521
-317
-38% -$160K 0.04% 350
2025
Q4 		$475K Sell
838
-6
-0.7% -$3.19K 0.09% 203
2025
Q3 		$377K Buy
844
+50
+6% +$24K 0.07% 248
2025
Q2 		$431K Buy
794
+7
+0.9% +$3.66K 0.1% 200
2025
Q1 		$390K Buy
+787
New +$435K 0.09% 213
2020
Q4 		– Sell
-78
Closed -$18K – 842
2020
Q3 		$18K Buy
+78
New +$17.5K 0.01% 607

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

Founders Financial Alliance's ISRG Position: Q1 2026 in Review

Founders Financial Alliance reduced its Intuitive Surgical (ISRG) stake by 38% in Q1 2026, selling an estimated $160K and leaving 521 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #350.

Founders Financial Alliance first reported a position in ISRG in Q3 2020 and has held it in 6 quarters since. The position peaked at $475K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Founders Financial Alliance held 521 shares of Intuitive Surgical worth $240K as of Q1 2026.
  • Founders Financial Alliance sold 317 Intuitive Surgical shares in Q1 2026, an estimated $160K.
  • Intuitive Surgical made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #350 holding.
  • Founders Financial Alliance first reported a position in Intuitive Surgical in Q3 2020 and has held it in 6 quarters since.
  • Founders Financial Alliance's Intuitive Surgical position peaked at $475K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.