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GeoWealth Management’s Intuitive Surgical ISRG Stock Holding History

GeoWealth 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 		$1.03M Buy
2,235
+80
+4% +$40.5K 0.04% 276
2025
Q4 		$1.22M Buy
2,155
+146
+7% +$77.7K 0.05% 236
2025
Q3 		$898K Sell
2,009
-45
-2% -$21.6K 0.03% 326
2025
Q2 		$1.12M Sell
2,054
-257
-11% -$134K 0.04% 227
2025
Q1 		$1.14M Sell
2,311
-934
-29% -$517K 0.05% 231
2024
Q4 		$1.69M Buy
3,245
+48
+2% +$25K 0.06% 198
2024
Q3 		$1.57M Sell
3,197
-128
-4% -$59.6K 0.06% 222
2024
Q2 		$1.48M Buy
3,325
+317
+11% +$126K 0.06% 201
2024
Q1 		$1.2M Buy
3,008
+782
+35% +$295K 0.05% 259
2023
Q4 		$751K Buy
+2,226
New +$664K 0.06% 255

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

GeoWealth Management's ISRG Position: Q1 2026 in Review

GeoWealth Management increased its Intuitive Surgical (ISRG) stake by 3.7% in Q1 2026, buying an estimated $40.5K and bringing the position to 2,235 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #276.

GeoWealth Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • GeoWealth Management held 2,235 shares of Intuitive Surgical worth $1.03M as of Q1 2026.
  • GeoWealth Management bought 80 Intuitive Surgical shares in Q1 2026, an estimated $40.5K.
  • Intuitive Surgical made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #276 holding.
  • GeoWealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's Intuitive Surgical position peaked at $1.69M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.