IMA Advisory Services’s Intuitive Surgical ISRG Stock Holding History

IMA Advisory Services’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	$2.46M	Sell	5,329 -24	-0.4%	-$12.1K	0.24%	82
2025 Q4	$3.03M	Sell	5,353 -9	-0.2%	-$4.79K	0.29%	72
2025 Q3	$2.4M	Hold	5,362	–	–	0.24%	77
2025 Q2	$2.91M	Buy	5,362 +164	+3%	+$85.8K	0.31%	63
2025 Q1	$2.57M	Sell	5,198 -406	-7%	-$225K	0.31%	61
2024 Q4	$2.93M	Sell	5,604 -82	-1%	-$42.7K	0.35%	65
2024 Q3	$2.79M	Sell	5,686 -153	-3%	-$71.2K	0.61%	45
2024 Q2	$2.6M	Buy	5,839 +103	+2%	+$41K	1.15%	27
2024 Q1	$2.29M	Sell	5,736 -145	-2%	-$54.8K	1.08%	30
2023 Q4	$1.98M	Sell	5,881 -299	-5%	-$89.1K	0.99%	35
2023 Q3	$1.81M	Sell	6,180 -73	-1%	-$22.8K	0.47%	65
2023 Q2	$2.14M	Buy	6,253 +60	+1%	+$18.2K	0.55%	58
2023 Q1	$1.58M	Sell	6,193 -812	-12%	-$200K	0.41%	71
2022 Q4	$1.86M	Sell	7,005 -331	-5%	-$80.7K	0.49%	62
2022 Q3	$1.38M	Sell	7,336 -2,620	-26%	-$563K	0.37%	78
2022 Q2	$2M	Sell	9,956 -177	-2%	-$41.5K	0.49%	64
2022 Q1	$3.06M	Buy	10,133 +988	+11%	+$289K	0.7%	42
2021 Q4	$3.29M	Sell	9,145 -1,172	-11%	-$403K	0.73%	41
2021 Q3	$3.42M	Buy	10,317 +111	+1%	+$37.3K	0.81%	34
2021 Q2	$3.13M	Sell	10,206 -1,599	-14%	-$449K	0.73%	45
2021 Q1	$2.91M	Buy	11,805 +93	+0.8%	+$23.4K	0.71%	49
2020 Q4	$3.19M	Buy	11,712 +252	+2%	+$62.6K	0.9%	36
2020 Q3	$2.71M	Buy	11,460 +258	+2%	+$57.9K	0.91%	34
2020 Q2	$2.13M	Sell	11,202 -6,921	-38%	-$1.24M	0.77%	47
2020 Q1	$2.99M	Sell	18,123 -1,113	-6%	-$204K	1.32%	22
2019 Q4	$3.79M	Sell	19,236 -750	-4%	-$140K	1.41%	19
2019 Q3	$3.6M	Buy	19,986 +402	+2%	+$69.5K	1.36%	17
2019 Q2	$3.42M	Buy	+19,584	New	+$3.36M	1.28%	26

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

IMA Advisory Services's ISRG Position: Q1 2026 in Review

IMA Advisory Services reduced its Intuitive Surgical (ISRG) stake by 0.45% in Q1 2026, selling an estimated $12.1K and leaving 5,329 shares worth $2.46M. The position accounts for 0.24% of the portfolio, ranked #82.

IMA Advisory Services first reported a position in ISRG in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.79M in Q4 2019. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

IMA Advisory Services held 5,329 shares of Intuitive Surgical worth $2.46M as of Q1 2026.
IMA Advisory Services sold 24 Intuitive Surgical shares in Q1 2026, an estimated $12.1K.
Intuitive Surgical made up 0.24% of IMA Advisory Services's portfolio in Q1 2026, its #82 holding.
IMA Advisory Services first reported a position in Intuitive Surgical in Q2 2019 and has held it in 28 quarters since.
IMA Advisory Services's Intuitive Surgical position peaked at $3.79M in Q4 2019.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.