IBEX Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

IBEX 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	$321K	Buy	+697	New	+$353K	0.03%	181
2025 Q4	–	Sell	-701	Closed	-$314K	–	157
2025 Q3	$314K	Sell	701 -705	-50%	-$338K	0.03%	177
2025 Q2	$764K	Buy	+1,406	New	+$735K	0.08%	128
2024 Q3	–	Sell	-53	Closed	-$23.6K	–	173
2024 Q2	$23.6K	Buy	+53	New	+$21.1K	﹤0.01%	184
2017 Q1	–	Sell	-126	Closed	-$9K	–	218
2016 Q4	$9K	Buy	+126	New	+$9.26K	﹤0.01%	302

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

IBEX Wealth Advisors opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 697 shares worth $321K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in ISRG as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in ISRG in Q4 2016 and has held it in 5 quarters since. The position peaked at $764K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

IBEX Wealth Advisors held 697 shares of Intuitive Surgical worth $321K as of Q1 2026.
Intuitive Surgical was a new IBEX Wealth Advisors position in Q1 2026.
Intuitive Surgical made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #181 holding.
IBEX Wealth Advisors first reported a position in Intuitive Surgical in Q4 2016 and has held it in 5 quarters since.
IBEX Wealth Advisors's Intuitive Surgical position peaked at $764K in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.