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Holos Integrated Wealth’s Intuitive Surgical ISRG Stock Holding History

Holos Integrated 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 		– Sell
-45
Closed -$25.3K – 415
2025
Q4 		$25.3K Hold
45
– – 0.01% 153
2025
Q3 		$19.3K Hold
45
– – 0.01% 158
2025
Q2 		$21.2K Hold
45
– – 0.01% 153
2025
Q1 		$22.3K Hold
45
– – 0.01% 148
2024
Q4 		$23.5K Buy
+45
New +$23.4K 0.02% 145

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Holos Integrated Wealth's ISRG Position: Q1 2026 in Review

Holos Integrated Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 45 shares — an estimated $25.3K sold.

Holos Integrated Wealth first reported a position in ISRG in Q4 2024 and held it in 5 quarters. The position peaked at $25.3K in Q4 2025. 2,317 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Holos Integrated Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 45 Intuitive Surgical shares in Q1 2026, an estimated $25.3K.
  • Holos Integrated Wealth first reported a position in Intuitive Surgical in Q4 2024 and held it in 5 quarters.
  • Holos Integrated Wealth's Intuitive Surgical position peaked at $25.3K in Q4 2025.
  • 2,317 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.