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Kaizen Financial Strategies’s Intuitive Surgical ISRG Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-411
Closed -$233K – 180
2025
Q4 		$233K Buy
411
+2
+0.5% +$1.06K 0.1% 145
2025
Q3 		$224K Buy
409
+5
+1% +$2.4K 0.1% 139
2025
Q2 		$220K Buy
+404
New +$211K 0.11% 137
2025
Q1 		– Sell
-400
Closed -$209K – 142
2024
Q4 		$209K Buy
+400
New +$208K 0.12% 126
2023
Q3 		– Sell
-600
Closed -$209K – 119
2023
Q2 		$209K Buy
+600
New +$182K 0.18% 107

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kaizen Financial Strategies's ISRG Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 411 shares — an estimated $233K sold.

Kaizen Financial Strategies first reported a position in ISRG in Q2 2023 and held it in 5 quarters. The position peaked at $233K in Q4 2025. 2,310 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 411 Intuitive Surgical shares in Q1 2026, an estimated $233K.
  • Kaizen Financial Strategies first reported a position in Intuitive Surgical in Q2 2023 and held it in 5 quarters.
  • Kaizen Financial Strategies's Intuitive Surgical position peaked at $233K in Q4 2025.
  • 2,310 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.