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Founders Financial Securities’s Intuitive Surgical ISRG Stock Holding History

Founders Financial Securities’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 		$1.26M Sell
2,769
-393
-12% -$199K 0.07% 248
2025
Q4 		$1.79M Buy
3,162
+373
+13% +$199K 0.11% 184
2025
Q3 		$1.25M Buy
2,789
+475
+21% +$228K 0.08% 216
2025
Q2 		$1.26M Buy
2,314
+3
+0.1% +$1.57K 0.1% 203
2025
Q1 		$1.19M Buy
2,311
+238
+11% +$132K 0.1% 196
2024
Q4 		$1.08M Sell
2,073
-10
-0.5% -$5.21K 0.1% 173
2024
Q3 		$1.02M Sell
2,083
-56
-3% -$26.1K 0.09% 184
2024
Q2 		$952K Buy
2,139
+205
+11% +$81.6K 0.09% 188
2024
Q1 		$772K Sell
1,934
-551
-22% -$208K 0.08% 199
2023
Q4 		$838K Buy
2,485
+856
+53% +$255K 0.09% 189
2023
Q3 		$476K Buy
1,629
+144
+10% +$45K 0.06% 221
2023
Q2 		$508K Buy
1,485
+92
+7% +$27.8K 0.07% 211
2023
Q1 		$356K Buy
1,393
+79
+6% +$19.5K 0.05% 246
2022
Q4 		$349K Buy
1,314
+7
+0.5% +$1.71K 0.05% 237
2022
Q3 		$245K Sell
1,307
-17
-1% -$3.65K 0.04% 261
2022
Q2 		$266K Buy
1,324
+15
+1% +$3.52K 0.05% 210
2022
Q1 		$395K Buy
1,309
+279
+27% +$81.5K 0.07% 192
2021
Q4 		$370K Buy
+1,030
New +$354K 0.07% 195
2021
Q3 		– Sell
-825
Closed -$253K – 280
2021
Q2 		$253K Sell
825
-54
-6% -$15.1K 0.05% 252
2021
Q1 		$217K Buy
879
+108
+14% +$27.2K 0.05% 241
2020
Q4 		$210K Sell
771
-246
-24% -$61.1K 0.05% 220
2020
Q3 		$241K Sell
1,017
-678
-40% -$152K 0.08% 144
2020
Q2 		$339K Buy
1,695
+336
+25% +$60.2K 0.11% 123
2020
Q1 		$224K Buy
+1,359
New +$249K 0.08% 117

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 Securities's ISRG Position: Q1 2026 in Review

Founders Financial Securities reduced its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, selling an estimated $199K and leaving 2,769 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #248.

Founders Financial Securities first reported a position in ISRG in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Founders Financial Securities held 2,769 shares of Intuitive Surgical worth $1.26M as of Q1 2026.
  • Founders Financial Securities sold 393 Intuitive Surgical shares in Q1 2026, an estimated $199K.
  • Intuitive Surgical made up 0.07% of Founders Financial Securities's portfolio in Q1 2026, its #248 holding.
  • Founders Financial Securities first reported a position in Intuitive Surgical in Q1 2020 and has held it in 24 quarters since.
  • Founders Financial Securities's Intuitive Surgical position peaked at $1.79M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.