Jacksonville Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Jacksonville 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	$1.8M	Hold	3,900	–	–	1.21%	21
2025 Q4	$2.21M	Sell	3,900 -29	-0.7%	-$15.4K	1.56%	18
2025 Q3	$1.76M	Sell	3,929 -77	-2%	-$37K	1.29%	21
2025 Q2	$2.18M	Sell	4,006 -12	-0.3%	-$6.27K	1.75%	17
2025 Q1	$1.99M	Sell	4,018 -22	-0.5%	-$12.2K	1.96%	16
2024 Q4	$2.11M	Buy	+4,040	New	+$2.1M	1.97%	15

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

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

Jacksonville Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 3,900 shares worth $1.8M. The position accounts for 1.21% of the portfolio, ranked #21.

Jacksonville Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Jacksonville Wealth Management held 3,900 shares of Intuitive Surgical worth $1.8M as of Q1 2026.
Jacksonville Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 1.21% of Jacksonville Wealth Management's portfolio in Q1 2026, its #21 holding.
Jacksonville Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Jacksonville Wealth Management's Intuitive Surgical position peaked at $2.21M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.