HWA
ISRG icon

Heritage Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Heritage Wealth 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 		$871K Buy
1,890
+188
+11% +$95.1K 0.03% 95
2025
Q4 		$964K Hold
1,702
– – 0.04% 110
2025
Q3 		$761K Sell
1,702
-109
-6% -$52.3K 0.03% 100
2025
Q2 		$984K Sell
1,811
-50
-3% -$26.1K 0.05% 83
2025
Q1 		$922K Sell
1,861
-5
-0.3% -$2.77K 0.05% 84
2024
Q4 		$974K Sell
1,866
-76
-4% -$39.6K 0.05% 86
2024
Q3 		$954K Sell
1,942
-50
-3% -$23.3K 0.04% 93
2024
Q2 		$886K Hold
1,992
– – 0.04% 89
2024
Q1 		$795K Hold
1,992
– – 0.04% 104
2023
Q4 		$672K Sell
1,992
-123
-6% -$36.7K 0.03% 117
2023
Q3 		$618K Sell
2,115
-258
-11% -$80.6K 0.03% 117
2023
Q2 		$811K Buy
2,373
+12
+0.5% +$3.63K 0.04% 98
2023
Q1 		$603K Hold
2,361
– – 0.03% 114
2022
Q4 		$626K Sell
2,361
-694
-23% -$169K 0.04% 112
2022
Q3 		$573K Buy
3,055
+1,299
+74% +$279K 0.04% 108
2022
Q2 		$352K Buy
1,756
+556
+46% +$130K 0.02% 146
2022
Q1 		$362K Hold
1,200
– – 0.02% 145
2021
Q4 		$431K Buy
1,200
+150
+14% +$51.6K 0.02% 147
2021
Q3 		$348K Hold
1,050
– – 0.02% 155
2021
Q2 		$322K Hold
1,050
– – 0.02% 164
2021
Q1 		$259K Hold
1,050
– – 0.02% 185
2020
Q4 		$286K Hold
1,050
– – 0.02% 169
2020
Q3 		$248K Hold
1,050
– – 0.03% 133
2020
Q2 		$199K Hold
1,050
– – 0.03% 140
2020
Q1 		$173K Hold
1,050
– – 0.03% 144
2019
Q4 		$207K Hold
1,050
– – 0.03% 165
2019
Q3 		$188K Hold
1,050
– – 0.03% 160
2019
Q2 		$184K Buy
1,050
+45
+4% +$7.71K 0.03% 147
2019
Q1 		$191K Hold
1,005
– – 0.03% 132
2018
Q4 		$160K Sell
1,005
-150
-13% -$25.4K 0.03% 134
2018
Q3 		$220K Buy
+1,155
New +$205K 0.04% 116

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

Heritage Wealth Advisors's ISRG Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 11% in Q1 2026, buying an estimated $95.1K and bringing the position to 1,890 shares worth $871K. The position accounts for 0.03% of the portfolio, ranked #95.

Heritage Wealth Advisors first reported a position in ISRG in Q3 2018 and has held it in 31 quarters since. The position peaked at $984K in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Heritage Wealth Advisors held 1,890 shares of Intuitive Surgical worth $871K as of Q1 2026.
  • Heritage Wealth Advisors bought 188 Intuitive Surgical shares in Q1 2026, an estimated $95.1K.
  • Intuitive Surgical made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Heritage Wealth Advisors first reported a position in Intuitive Surgical in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Intuitive Surgical position peaked at $984K in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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