IA
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IFC Advisors’s Intuitive Surgical ISRG Stock Holding History

IFC 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 		$307K Sell
665
-351
-35% -$178K 0.04% 122
2025
Q4 		$575K Buy
1,016
+332
+49% +$177K 0.08% 100
2025
Q3 		$306K Sell
684
-38
-5% -$18.2K 0.06% 140
2025
Q2 		$392K Buy
722
+23
+3% +$12K 0.07% 125
2025
Q1 		$346K Buy
+699
New +$387K 0.07% 120

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

IFC Advisors's ISRG Position: Q1 2026 in Review

IFC Advisors reduced its Intuitive Surgical (ISRG) stake by 35% in Q1 2026, selling an estimated $178K and leaving 665 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #122.

IFC Advisors first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $575K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • IFC Advisors held 665 shares of Intuitive Surgical worth $307K as of Q1 2026.
  • IFC Advisors sold 351 Intuitive Surgical shares in Q1 2026, an estimated $178K.
  • Intuitive Surgical made up 0.04% of IFC Advisors's portfolio in Q1 2026, its #122 holding.
  • IFC Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • IFC Advisors's Intuitive Surgical position peaked at $575K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.