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High Note Wealth’s Intuitive Surgical ISRG Stock Holding History

High Note Wealth’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 		$36K Buy
78
+9
+13% +$4.55K 0.01% 220
2025
Q4 		$39.1K Buy
69
+23
+50% +$12.2K 0.01% 205
2025
Q3 		$20.6K Buy
46
+13
+39% +$6.24K ﹤0.01% 246
2025
Q2 		$17.9K Hold
33
– – ﹤0.01% 249
2025
Q1 		$16.3K Sell
33
-17
-34% -$9.4K ﹤0.01% 248
2024
Q4 		$26.1K Buy
+50
New +$26K 0.01% 209

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

High Note Wealth's ISRG Position: Q1 2026 in Review

High Note Wealth increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $4.55K and bringing the position to 78 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #220.

High Note Wealth first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.1K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • High Note Wealth held 78 shares of Intuitive Surgical worth $36K as of Q1 2026.
  • High Note Wealth bought 9 Intuitive Surgical shares in Q1 2026, an estimated $4.55K.
  • Intuitive Surgical made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #220 holding.
  • High Note Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Intuitive Surgical position peaked at $39.1K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.