Investmark Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Investmark Advisory Group’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	$559K	Sell	1,212 -29	-2%	-$14.7K	0.24%	74
2025 Q4	$703K	Hold	1,241	–	–	0.3%	62
2025 Q3	$555K	Hold	1,241	–	–	0.24%	70
2025 Q2	$674K	Hold	1,241	–	–	0.32%	60
2025 Q1	$615K	Sell	1,241 -6	-0.5%	-$3.32K	0.3%	58
2024 Q4	$651K	Hold	1,247	–	–	0.32%	55
2024 Q3	$613K	Buy	1,247 +15	+1%	+$6.98K	0.3%	61
2024 Q2	$548K	Hold	1,232	–	–	0.29%	63
2024 Q1	$492K	Hold	1,232	–	–	0.27%	69
2023 Q4	$416K	Buy	1,232 +19	+2%	+$5.66K	0.24%	75
2023 Q3	$355K	Sell	1,213 -2	-0.2%	-$625	0.24%	74
2023 Q2	$415K	Sell	1,215 -321	-21%	-$97.1K	0.28%	66
2023 Q1	$392K	Hold	1,536	–	–	0.29%	62
2022 Q4	$408K	Buy	1,536 +52	+4%	+$12.7K	0.3%	65
2022 Q3	$278K	Buy	1,484 +242	+19%	+$52K	0.25%	69
2022 Q2	$249K	Hold	1,242	–	–	0.25%	67
2022 Q1	$374K	Sell	1,242 -25	-2%	-$7.3K	0.39%	49
2021 Q4	$455K	Buy	+1,267	New	+$436K	0.43%	40

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

Investmark Advisory Group's ISRG Position: Q1 2026 in Review

Investmark Advisory Group reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q1 2026, selling an estimated $14.7K and leaving 1,212 shares worth $559K. The position accounts for 0.24% of the portfolio, ranked #74.

Investmark Advisory Group first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $703K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Investmark Advisory Group held 1,212 shares of Intuitive Surgical worth $559K as of Q1 2026.
Investmark Advisory Group sold 29 Intuitive Surgical shares in Q1 2026, an estimated $14.7K.
Intuitive Surgical made up 0.24% of Investmark Advisory Group's portfolio in Q1 2026, its #74 holding.
Investmark Advisory Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's Intuitive Surgical position peaked at $703K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.