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Kestra Private Wealth Services’s Intuitive Surgical ISRG Stock Holding History

Kestra Private Wealth Services’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 		$23.5M Buy
51,002
+563
+1% +$285K 0.29% 71
2025
Q4 		$28.6M Buy
50,439
+645
+1% +$343K 0.35% 50
2025
Q3 		$22.3M Buy
49,794
+615
+1% +$295K 0.29% 70
2025
Q2 		$26.7M Buy
49,179
+2,413
+5% +$1.26M 0.38% 45
2025
Q1 		$23.2M Buy
46,766
+1,248
+3% +$690K 0.39% 46
2024
Q4 		$23.8M Buy
45,518
+3,809
+9% +$1.98M 0.4% 45
2024
Q3 		$20.5M Buy
41,709
+5,716
+16% +$2.66M 0.38% 51
2024
Q2 		$16M Buy
35,993
+27,620
+330% +$11M 0.32% 65
2024
Q1 		$3.34M Buy
8,373
+4,233
+102% +$1.6M 0.08% 268
2023
Q4 		$1.4M Buy
4,140
+373
+10% +$111K 0.04% 435
2023
Q3 		$1.1M Buy
3,767
+395
+12% +$123K 0.03% 438
2023
Q2 		$1.15M Buy
3,372
+175
+5% +$52.9K 0.04% 405
2023
Q1 		$817K Buy
3,197
+365
+13% +$89.9K 0.03% 465
2022
Q4 		$751K Buy
2,832
+876
+45% +$214K 0.04% 426
2022
Q3 		$367K Buy
1,956
+539
+38% +$116K 0.02% 583
2022
Q2 		$284K Buy
1,417
+151
+12% +$35.4K 0.02% 672
2022
Q1 		$382K Sell
1,266
-65
-5% -$19K 0.02% 667
2021
Q4 		$478K Buy
1,331
+194
+17% +$66.7K 0.02% 610
2021
Q3 		$377K Buy
1,137
+48
+4% +$16.1K 0.02% 625
2021
Q2 		$334K Sell
1,089
-3
-0.3% -$842 0.02% 636
2021
Q1 		$269K Buy
+1,092
New +$275K 0.02% 636

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

Kestra Private Wealth Services's ISRG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, buying an estimated $285K and bringing the position to 51,002 shares worth $23.5M. The position accounts for 0.29% of the portfolio, ranked #71.

Kestra Private Wealth Services first reported a position in ISRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $28.6M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kestra Private Wealth Services held 51,002 shares of Intuitive Surgical worth $23.5M as of Q1 2026.
  • Kestra Private Wealth Services bought 563 Intuitive Surgical shares in Q1 2026, an estimated $285K.
  • Intuitive Surgical made up 0.29% of Kestra Private Wealth Services's portfolio in Q1 2026, its #71 holding.
  • Kestra Private Wealth Services first reported a position in Intuitive Surgical in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Intuitive Surgical position peaked at $28.6M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.