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HFM Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

HFM Investment 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 		$17.1K Sell
37
-2
-5% -$1.01K 0.01% 97
2025
Q4 		$22.1K Buy
39
+38
+3,800% +$20.2K 0.01% 90
2025
Q3 		$447 Sell
1
-1
-50% -$480 ﹤0.01% 714
2025
Q2 		$1.09K Buy
2
+1
+100% +$523 ﹤0.01% 325
2025
Q1 		$496 Buy
+1
New +$553 ﹤0.01% 290

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

HFM Investment Advisors's ISRG Position: Q1 2026 in Review

HFM Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 5.1% in Q1 2026, selling an estimated $1.01K and leaving 37 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #97.

HFM Investment Advisors first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.1K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • HFM Investment Advisors held 37 shares of Intuitive Surgical worth $17.1K as of Q1 2026.
  • HFM Investment Advisors sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
  • Intuitive Surgical made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • HFM Investment Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Intuitive Surgical position peaked at $22.1K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.