IFG Advisory’s Intuitive Surgical ISRG Stock Holding History

IFG Advisory’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	-545	Closed	-$309K	–	614
2025 Q4	$309K	Buy	545 +3	+0.6%	+$1.6K	0.01%	631
2025 Q3	$242K	Sell	542 -2	-0.4%	-$960	0.01%	695
2025 Q2	$296K	Buy	544 +9	+2%	+$4.71K	0.01%	612
2025 Q1	$265K	Sell	535 -60	-10%	-$33.2K	0.01%	595
2024 Q4	$311K	Buy	+595	New	+$310K	0.02%	535
2024 Q3	–	Sell	-728	Closed	-$324K	–	502
2024 Q2	$324K	Buy	+728	New	+$290K	0.02%	495
2024 Q1	–	Sell	-982	Closed	-$331K	–	474
2023 Q4	$331K	Buy	+982	New	+$293K	0.02%	458
2022 Q2	–	Sell	-666	Closed	-$200K	–	496
2022 Q1	$200K	Sell	666 -5	-0.7%	-$1.46K	0.02%	474
2021 Q4	$241K	Sell	671 -73	-10%	-$25.1K	0.02%	442
2021 Q3	$246K	Buy	744 +45	+6%	+$15.1K	0.03%	428
2021 Q2	$214K	Buy	+699	New	+$196K	0.02%	448
2020 Q4	–	Sell	-882	Closed	-$208K	–	452
2020 Q3	$208K	Buy	+882	New	+$198K	0.03%	392
2020 Q1	–	Sell	-1,344	Closed	-$264K	–	391
2019 Q4	$264K	Sell	1,344 -276	-17%	-$51.7K	0.05%	339
2019 Q3	$291K	Sell	1,620 -102	-6%	-$17.6K	0.06%	311
2019 Q2	$301K	Buy	1,722 +375	+28%	+$64.3K	0.05%	274
2019 Q1	$256K	Buy	+1,347	New	+$239K	0.05%	287

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

IFG Advisory's ISRG Position: Q1 2026 in Review

IFG Advisory sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 545 shares — an estimated $309K sold.

IFG Advisory first reported a position in ISRG in Q1 2019 and held it in 16 quarters. The position peaked at $331K in Q4 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

IFG Advisory reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 545 Intuitive Surgical shares in Q1 2026, an estimated $309K.
IFG Advisory first reported a position in Intuitive Surgical in Q1 2019 and held it in 16 quarters.
IFG Advisory's Intuitive Surgical position peaked at $331K in Q4 2023.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.