Independent Solutions Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Independent Solutions 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	$235K	Buy	510 +139	+37%	+$70.3K	0.03%	175
2025 Q4	$210K	Buy	+371	New	+$198K	0.04%	164
2023 Q3	–	Sell	-5,248	Closed	-$1.79M	–	214
2023 Q2	$1.79M	Buy	5,248 +367	+8%	+$111K	0.45%	55
2023 Q1	$1.25M	Buy	4,881 +82	+2%	+$20.2K	0.37%	66
2022 Q4	$1.27M	Buy	+4,799	New	+$1.17M	0.39%	66

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

Independent Solutions Wealth Management's ISRG Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Intuitive Surgical (ISRG) stake by 37% in Q1 2026, buying an estimated $70.3K and bringing the position to 510 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #175.

Independent Solutions Wealth Management first reported a position in ISRG in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.79M in Q2 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Independent Solutions Wealth Management held 510 shares of Intuitive Surgical worth $235K as of Q1 2026.
Independent Solutions Wealth Management bought 139 Intuitive Surgical shares in Q1 2026, an estimated $70.3K.
Intuitive Surgical made up 0.03% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #175 holding.
Independent Solutions Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 5 quarters since.
Independent Solutions Wealth Management's Intuitive Surgical position peaked at $1.79M in Q2 2023.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.