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Laurel Wealth Advisors (North Carolina)’s Intuitive Surgical ISRG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-55
Closed -$31.1K – 421
2025
Q4 		$31.1K Buy
+55
New +$29.3K ﹤0.01% 381
2025
Q2 		– Sell
-50
Closed -$24.8K – 432
2025
Q1 		$24.8K Buy
50
+2
+4% +$1.11K ﹤0.01% 391
2024
Q4 		$25.1K Hold
48
– – ﹤0.01% 392
2024
Q3 		$23.6K Buy
48
+9
+23% +$4.19K ﹤0.01% 393
2024
Q2 		$17.4K Hold
39
– – ﹤0.01% 383
2024
Q1 		$15.6K Hold
39
– – ﹤0.01% 401
2023
Q4 		$13.2K Hold
39
– – ﹤0.01% 384
2023
Q3 		$11.4K Hold
39
– – ﹤0.01% 395
2023
Q2 		$13.3K Hold
39
– – ﹤0.01% 390
2023
Q1 		$9.96K Hold
39
– – ﹤0.01% 407
2022
Q4 		$10.3K Hold
39
– – ﹤0.01% 381
2022
Q3 		$7K Hold
39
– – ﹤0.01% 402
2022
Q2 		$8K Hold
39
– – ﹤0.01% 399
2022
Q1 		$12K Hold
39
– – ﹤0.01% 395
2021
Q4 		$14K Hold
39
– – ﹤0.01% 382
2021
Q3 		$13K Sell
39
-42
-52% -$14.1K ﹤0.01% 387
2021
Q2 		$25K Sell
81
-39
-33% -$10.9K 0.01% 356
2021
Q1 		$30K Hold
120
– – 0.01% 309
2020
Q4 		$33K Sell
120
-78
-39% -$19.4K 0.01% 296
2020
Q3 		$47K Hold
198
– – 0.01% 244
2020
Q2 		$38K Sell
198
-39
-16% -$6.99K 0.01% 254
2020
Q1 		$39K Buy
237
+39
+20% +$7.14K 0.01% 239
2019
Q4 		$39K Hold
198
– – 0.01% 267
2019
Q3 		$36K Buy
198
+36
+22% +$6.23K 0.01% 264
2019
Q2 		$28K Sell
162
-36
-18% -$6.17K 0.01% 288
2019
Q1 		$38K Hold
198
– – 0.01% 259
2018
Q4 		$32K Buy
+198
New +$33.6K 0.01% 255

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

Laurel Wealth Advisors (North Carolina)'s ISRG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 55 shares — an estimated $31.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ISRG in Q4 2018 and held it in 27 quarters. The position peaked at $47K in Q3 2020. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 55 Intuitive Surgical shares in Q1 2026, an estimated $31.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Intuitive Surgical in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Intuitive Surgical position peaked at $47K in Q3 2020.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.