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Gibbs Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Gibbs Wealth 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 		$1.64M Buy
3,557
+1,316
+59% +$666K 0.22% 92
2025
Q4 		$1.31M Buy
2,241
+1,698
+313% +$904K 0.32% 64
2025
Q3 		$243K Sell
543
-117
-18% -$56.1K 0.05% 300
2025
Q2 		$359K Buy
660
+161
+32% +$84.2K 0.07% 265
2025
Q1 		$247K Buy
+499
New +$276K 0.06% 276

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gibbs Wealth Management's ISRG Position: Q1 2026 in Review

Gibbs Wealth Management increased its Intuitive Surgical (ISRG) stake by 59% in Q1 2026, buying an estimated $666K and bringing the position to 3,557 shares worth $1.64M. The position accounts for 0.22% of the portfolio, ranked #92.

Gibbs Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. 2,318 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Gibbs Wealth Management held 3,557 shares of Intuitive Surgical worth $1.64M as of Q1 2026.
  • Gibbs Wealth Management bought 1,316 Intuitive Surgical shares in Q1 2026, an estimated $666K.
  • Intuitive Surgical made up 0.22% of Gibbs Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Gibbs Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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