GWM
ISRG icon

Greenline Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Greenline 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 		– Sell
-341
Closed -$193K – 302
2025
Q4 		$193K Buy
+341
New +$182K 0.2% 82

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

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

Greenline Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 341 shares — an estimated $193K sold.

Greenline Wealth Management first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $193K in Q4 2025. 2,317 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Greenline Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 341 Intuitive Surgical shares in Q1 2026, an estimated $193K.
  • Greenline Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Intuitive Surgical position peaked at $193K in Q4 2025.
  • 2,317 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.