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IHT Wealth Management’s Intuitive Surgical ISRG Stock Holding History

IHT Wealth Management’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 		$1.81M Buy
3,928
+179
+5% +$90.6K 0.04% 401
2025
Q4 		$2.12M Buy
3,749
+147
+4% +$78.3K 0.05% 327
2025
Q3 		$1.61M Buy
3,602
+775
+27% +$372K 0.04% 385
2025
Q2 		$1.54M Buy
2,827
+405
+17% +$212K 0.04% 376
2025
Q1 		$1.2M Buy
2,422
+355
+17% +$196K 0.04% 425
2024
Q4 		$1.08M Sell
2,067
-360
-15% -$188K 0.03% 435
2024
Q3 		$1.19M Buy
2,427
+613
+34% +$285K 0.03% 457
2024
Q2 		$807K Buy
1,814
+212
+13% +$84.4K 0.03% 487
2024
Q1 		$639K Buy
1,602
+144
+10% +$54.4K 0.03% 556
2023
Q4 		$492K Buy
1,458
+75
+5% +$22.4K 0.02% 607
2023
Q3 		$404K Sell
1,383
-131
-9% -$40.9K 0.02% 622
2023
Q2 		$518K Buy
1,514
+71
+5% +$21.5K 0.03% 527
2023
Q1 		$369K Sell
1,443
-3
-0.2% -$739 0.02% 618
2022
Q4 		$384K Sell
1,446
-108
-7% -$26.3K 0.02% 567
2022
Q3 		$291K Buy
+1,554
New +$334K 0.02% 634
2022
Q2 		– Sell
-871
Closed -$263K – 774
2022
Q1 		$263K Buy
871
+90
+12% +$26.3K 0.02% 621
2021
Q4 		$281K Buy
+781
New +$269K 0.02% 638
2021
Q3 		– Sell
-657
Closed -$201K – 890
2021
Q2 		$201K Sell
657
-639
-49% -$179K 0.01% 874
2021
Q1 		$319K Buy
+1,296
New +$326K 0.02% 611
2018
Q2 		– Sell
-189
Closed -$25K – 890
2018
Q1 		$25K Hold
189
– – 0.01% 903
2017
Q4 		$25K Sell
189
-270
-59% -$33.8K 0.01% 916
2017
Q3 		$18K Buy
459
+306
+200% +$33.3K 0.01% 806
2017
Q2 		$35 Buy
153
+108
+240% +$10.4K 0.02% 615
2017
Q1 		$4K Buy
+45
New +$3.56K ﹤0.01% 986

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

IHT Wealth Management's ISRG Position: Q1 2026 in Review

IHT Wealth Management increased its Intuitive Surgical (ISRG) stake by 4.8% in Q1 2026, buying an estimated $90.6K and bringing the position to 3,928 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #401.

IHT Wealth Management first reported a position in ISRG in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.12M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • IHT Wealth Management held 3,928 shares of Intuitive Surgical worth $1.81M as of Q1 2026.
  • IHT Wealth Management bought 179 Intuitive Surgical shares in Q1 2026, an estimated $90.6K.
  • Intuitive Surgical made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #401 holding.
  • IHT Wealth Management first reported a position in Intuitive Surgical in Q1 2017 and has held it in 24 quarters since.
  • IHT Wealth Management's Intuitive Surgical position peaked at $2.12M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.