Icon Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Icon 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	$1.12M	Sell	2,461 -3,998	-62%	-$2.02M	0.07%	158
2025 Q4	$3.63M	Buy	6,459 +3,403	+111%	+$1.81M	0.24%	66
2025 Q3	$1.37M	Buy	3,056 +436	+17%	+$209K	0.09%	152
2025 Q2	$1.42M	Buy	2,620 +823	+46%	+$430K	0.1%	146
2025 Q1	$890K	Sell	1,797 -13	-0.7%	-$7.19K	0.07%	158
2024 Q4	$945K	Buy	1,810 +5	+0.3%	+$2.6K	0.08%	152
2024 Q3	$887K	Buy	1,805 +3	+0.2%	+$1.4K	0.07%	151
2024 Q2	$801K	Buy	1,802 +1,312	+268%	+$523K	0.07%	157
2024 Q1	$196K	Buy	490 +89	+22%	+$33.6K	0.02%	340
2023 Q4	$135K	Buy	+401	New	+$120K	0.01%	377

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

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

Icon Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 62% in Q1 2026, selling an estimated $2.02M and leaving 2,461 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #158.

Icon Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.63M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Icon Wealth Advisors held 2,461 shares of Intuitive Surgical worth $1.12M as of Q1 2026.
Icon Wealth Advisors sold 3,998 Intuitive Surgical shares in Q1 2026, an estimated $2.02M.
Intuitive Surgical made up 0.07% of Icon Wealth Advisors's portfolio in Q1 2026, its #158 holding.
Icon Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's Intuitive Surgical position peaked at $3.63M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.