GM Advisory Group’s Intuitive Surgical ISRG Stock Holding History

GM Advisory Group’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	$1.77M	Buy	3,842 +84	+2%	+$42.5K	0.07%	117
2025 Q4	$2.13M	Buy	3,758 +16	+0.4%	+$8.52K	0.08%	104
2025 Q3	$1.67M	Sell	3,742 -441	-11%	-$212K	0.07%	111
2025 Q2	$2.27M	Buy	4,183 +14	+0.3%	+$7.32K	0.11%	90
2025 Q1	$2.06M	Sell	4,169 -71	-2%	-$39.3K	0.11%	80
2024 Q4	$2.21M	Sell	4,240 -31	-0.7%	-$16.1K	0.12%	77
2024 Q3	$2.1M	Buy	4,271 +58	+1%	+$27K	0.13%	77
2024 Q2	$1.87M	Buy	4,213 +141	+3%	+$56.2K	0.12%	78
2024 Q1	$1.63M	Buy	4,072 +6	+0.1%	+$2.27K	0.11%	83
2023 Q4	$1.37M	Buy	4,066 +174	+4%	+$51.9K	0.1%	77
2023 Q3	$1.14M	Buy	3,892 +156	+4%	+$48.7K	0.09%	73
2023 Q2	$1.28M	Buy	3,736 +115	+3%	+$34.8K	0.11%	70
2023 Q1	$925K	Hold	3,621	–	–	0.08%	79
2022 Q4	$961K	Hold	3,621	–	–	0.1%	73
2022 Q3	$679K	Buy	+3,621	New	+$778K	0.09%	88
2022 Q1	–	Sell	-603	Closed	-$217K	–	208
2021 Q4	$217K	Buy	+603	New	+$207K	0.02%	188

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

GM Advisory Group's ISRG Position: Q1 2026 in Review

GM Advisory Group increased its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, buying an estimated $42.5K and bringing the position to 3,842 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #117.

GM Advisory Group first reported a position in ISRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.27M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

GM Advisory Group held 3,842 shares of Intuitive Surgical worth $1.77M as of Q1 2026.
GM Advisory Group bought 84 Intuitive Surgical shares in Q1 2026, an estimated $42.5K.
Intuitive Surgical made up 0.07% of GM Advisory Group's portfolio in Q1 2026, its #117 holding.
GM Advisory Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 16 quarters since.
GM Advisory Group's Intuitive Surgical position peaked at $2.27M in Q2 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.