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Heirloom Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Heirloom 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 		$9.38M Buy
20,342
+3,242
+19% +$1.64M 1.69% 19
2025
Q4 		$9.68M Buy
17,100
+16,650
+3,700% +$8.86M 2.24% 17
2025
Q3 		$201K Hold
450
– – 0.05% 43
2025
Q2 		$245K Sell
450
-14
-3% -$7.32K 0.06% 40
2025
Q1 		$230K Hold
464
– – 0.07% 40
2024
Q4 		$242K Hold
464
– – 0.07% 42
2024
Q3 		$228K Hold
464
– – 0.07% 42
2024
Q2 		$206K Buy
+464
New +$185K 0.07% 46
2022
Q2 		$210K Buy
+900
New +$211K 0.17% 30

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

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

Heirloom Wealth Management increased its Intuitive Surgical (ISRG) stake by 19% in Q1 2026, buying an estimated $1.64M and bringing the position to 20,342 shares worth $9.38M. The position accounts for 1.69% of the portfolio, ranked #19.

Heirloom Wealth Management first reported a position in ISRG in Q2 2022 and has held it in 9 quarters since. The position peaked at $9.68M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Heirloom Wealth Management held 20,342 shares of Intuitive Surgical worth $9.38M as of Q1 2026.
  • Heirloom Wealth Management bought 3,242 Intuitive Surgical shares in Q1 2026, an estimated $1.64M.
  • Intuitive Surgical made up 1.69% of Heirloom Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Heirloom Wealth Management first reported a position in Intuitive Surgical in Q2 2022 and has held it in 9 quarters since.
  • Heirloom Wealth Management's Intuitive Surgical position peaked at $9.68M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.