GWANC
ISRG icon

Guardian Wealth Advisors (North Carolina)’s Intuitive Surgical ISRG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.16M Sell
2,512
-29
-1% -$14.7K 0.07% 137
2025
Q4 		$1.44M Buy
2,541
+40
+2% +$21.3K 0.09% 124
2025
Q3 		$1.12M Buy
2,501
+12
+0.5% +$5.76K 0.07% 137
2025
Q2 		$1.35M Buy
2,489
+61
+3% +$31.9K 0.1% 113
2025
Q1 		$1.2M Sell
2,428
-15
-0.6% -$8.29K 0.1% 115
2024
Q4 		$1.28M Buy
2,443
+11
+0.5% +$5.73K 0.1% 112
2024
Q3 		$1.19M Sell
2,432
-7
-0.3% -$3.26K 0.13% 90
2024
Q2 		$1.08M Buy
2,439
+409
+20% +$163K 0.13% 93
2024
Q1 		$810K Sell
2,030
-6
-0.3% -$2.27K 0.1% 115
2023
Q4 		$687K Buy
2,036
+81
+4% +$24.1K 0.1% 109
2023
Q3 		$571K Buy
1,955
+29
+2% +$9.06K 0.1% 113
2023
Q2 		$659K Buy
1,926
+142
+8% +$43K 0.11% 101
2023
Q1 		$456K Sell
1,784
-252
-12% -$62.1K 0.08% 129
2022
Q4 		$540K Buy
2,036
+223
+12% +$54.4K 0.1% 104
2022
Q3 		$340K Sell
1,813
-31
-2% -$6.66K 0.06% 134
2022
Q2 		$370K Buy
1,844
+985
+115% +$231K 0.07% 128
2022
Q1 		$259K Sell
859
-526
-38% -$154K 0.11% 139
2021
Q4 		$498K Buy
+1,385
New +$477K 0.21% 90

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

Guardian Wealth Advisors (North Carolina)'s ISRG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, selling an estimated $14.7K and leaving 2,512 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #137.

Guardian Wealth Advisors (North Carolina) first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,512 shares of Intuitive Surgical worth $1.16M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 29 Intuitive Surgical shares in Q1 2026, an estimated $14.7K.
  • Intuitive Surgical made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #137 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Intuitive Surgical position peaked at $1.44M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.