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HB Wealth Management’s Intuitive Surgical ISRG Stock Holding History

HB 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 		$12.7M Sell
27,536
-236
-0.8% -$119K 0.08% 132
2025
Q4 		$15.7M Buy
27,772
+1,499
+6% +$798K 0.1% 106
2025
Q3 		$11.8M Buy
26,273
+1,295
+5% +$621K 0.08% 134
2025
Q2 		$13.6M Sell
24,978
-133
-0.5% -$69.5K 0.11% 103
2025
Q1 		$12.4M Buy
25,111
+15,203
+153% +$8.41M 0.1% 109
2024
Q4 		$5.17M Buy
9,908
+874
+10% +$455K 0.05% 163
2024
Q3 		$4.44M Buy
9,034
+2,263
+33% +$1.05M 0.05% 170
2024
Q2 		$3.01M Buy
6,771
+791
+13% +$315K 0.04% 204
2024
Q1 		$2.39M Buy
5,980
+580
+11% +$219K 0.03% 216
2023
Q4 		$1.82M Sell
5,400
-80
-1% -$23.8K 0.03% 239
2023
Q3 		$1.6M Buy
5,480
+1,694
+45% +$529K 0.03% 237
2023
Q2 		$1.29M Buy
3,786
+392
+12% +$119K 0.02% 256
2023
Q1 		$867K Buy
3,394
+53
+2% +$13.1K 0.02% 305
2022
Q4 		$887K Buy
3,341
+811
+32% +$198K 0.02% 299
2022
Q3 		$474K Buy
2,530
+621
+33% +$133K 0.01% 345
2022
Q2 		$383K Buy
1,909
+502
+36% +$118K 0.01% 393
2022
Q1 		$424K Buy
1,407
+252
+22% +$73.6K 0.01% 376
2021
Q4 		$415K Buy
+1,155
New +$397K 0.01% 334

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

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

HB Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.85% in Q1 2026, selling an estimated $119K and leaving 27,536 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #132.

HB Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.7M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • HB Wealth Management held 27,536 shares of Intuitive Surgical worth $12.7M as of Q1 2026.
  • HB Wealth Management sold 236 Intuitive Surgical shares in Q1 2026, an estimated $119K.
  • Intuitive Surgical made up 0.08% of HB Wealth Management's portfolio in Q1 2026, its #132 holding.
  • HB Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Intuitive Surgical position peaked at $15.7M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.