Gilliland Jeter Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Gilliland Jeter 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	$2.22M	Sell	4,816 -108	-2%	-$54.6K	0.66%	42
2025 Q4	$2.79M	Sell	4,924 -158	-3%	-$84.1K	0.84%	32
2025 Q3	$2.27M	Buy	5,082 +173	+4%	+$83K	0.7%	36
2025 Q2	$2.67M	Sell	4,909 -61	-1%	-$31.9K	0.87%	30
2025 Q1	$2.46M	Sell	4,970 -50	-1%	-$27.7K	0.87%	32
2024 Q4	$2.62M	Sell	5,020 -19	-0.4%	-$9.9K	0.88%	30
2024 Q3	$2.48M	Buy	5,039 +88	+2%	+$41K	0.8%	31
2024 Q2	$2.2M	Hold	4,951	–	–	0.74%	35
2024 Q1	$1.98M	Hold	4,951	–	–	0.69%	37
2023 Q4	$1.67M	Buy	+4,951	New	+$1.48M	0.69%	39

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

Gilliland Jeter Wealth Management's ISRG Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, selling an estimated $54.6K and leaving 4,816 shares worth $2.22M. The position accounts for 0.66% of the portfolio, ranked #42.

Gilliland Jeter Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Gilliland Jeter Wealth Management held 4,816 shares of Intuitive Surgical worth $2.22M as of Q1 2026.
Gilliland Jeter Wealth Management sold 108 Intuitive Surgical shares in Q1 2026, an estimated $54.6K.
Intuitive Surgical made up 0.66% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #42 holding.
Gilliland Jeter Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Intuitive Surgical position peaked at $2.79M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.