JSW
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Journey Strategic Wealth’s Intuitive Surgical ISRG Stock Holding History

Journey Strategic Wealth’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 		$1.03M Sell
2,241
-455
-17% -$230K 0.03% 177
2025
Q4 		$1.53M Buy
2,696
+1,217
+82% +$648K 0.04% 128
2025
Q3 		$661K Sell
1,479
-1,342
-48% -$644K 0.02% 233
2025
Q2 		$1.53M Buy
2,821
+1,133
+67% +$592K 0.05% 116
2025
Q1 		$836K Buy
1,688
+649
+62% +$359K 0.03% 151
2024
Q4 		$542K Buy
1,039
+19
+2% +$9.9K 0.02% 204
2024
Q3 		$501K Buy
1,020
+79
+8% +$36.8K 0.02% 215
2024
Q2 		$419K Sell
941
-89
-9% -$35.4K 0.02% 191
2024
Q1 		$411K Buy
+1,030
New +$389K 0.02% 147
2022
Q2 		– Sell
-778
Closed -$234K – 167
2022
Q1 		$234K Buy
778
+15
+2% +$4.38K 0.03% 132
2021
Q4 		$274K Buy
+763
New +$263K 0.03% 134

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

Journey Strategic Wealth's ISRG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Intuitive Surgical (ISRG) stake by 17% in Q1 2026, selling an estimated $230K and leaving 2,241 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #177.

Journey Strategic Wealth first reported a position in ISRG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Journey Strategic Wealth held 2,241 shares of Intuitive Surgical worth $1.03M as of Q1 2026.
  • Journey Strategic Wealth sold 455 Intuitive Surgical shares in Q1 2026, an estimated $230K.
  • Intuitive Surgical made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #177 holding.
  • Journey Strategic Wealth first reported a position in Intuitive Surgical in Q4 2021 and has held it in 11 quarters since.
  • Journey Strategic Wealth's Intuitive Surgical position peaked at $1.53M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.