Guerra Pan Advisors’s Intuitive Surgical ISRG Stock Holding History

Guerra Pan Advisors’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	$978K	Sell	2,121 -15	-0.7%	-$7.59K	0.6%	38
2025 Q4	$1.21M	Buy	2,136 +7	+0.3%	+$3.73K	0.72%	35
2025 Q3	$952K	Sell	2,129 -107	-5%	-$51.3K	0.58%	39
2025 Q2	$1.22M	Hold	2,236	–	–	0.8%	35
2025 Q1	$1.11M	Sell	2,236 -26	-1%	-$14.4K	0.87%	33
2024 Q4	$1.18M	Hold	2,262	–	–	0.85%	32
2024 Q3	$1.11M	Buy	2,262 +19	+0.8%	+$8.85K	0.89%	32
2024 Q2	$998K	Buy	2,243 +1,037	+86%	+$413K	0.84%	34
2024 Q1	$481K	Buy	1,206 +309	+34%	+$117K	0.45%	61
2023 Q4	$303K	Buy	897 +87	+11%	+$25.9K	0.29%	79
2023 Q3	$237K	Buy	+810	New	+$253K	0.27%	87

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

Guerra Pan Advisors's ISRG Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Intuitive Surgical (ISRG) stake by 0.7% in Q1 2026, selling an estimated $7.59K and leaving 2,121 shares worth $978K. The position accounts for 0.6% of the portfolio, ranked #38.

Guerra Pan Advisors first reported a position in ISRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Guerra Pan Advisors held 2,121 shares of Intuitive Surgical worth $978K as of Q1 2026.
Guerra Pan Advisors sold 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
Intuitive Surgical made up 0.6% of Guerra Pan Advisors's portfolio in Q1 2026, its #38 holding.
Guerra Pan Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 11 quarters since.
Guerra Pan Advisors's Intuitive Surgical position peaked at $1.22M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.