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Liberty Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Liberty 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 		$4.61M Buy
9,992
+71
+0.7% +$35.9K 0.58% 48
2025
Q4 		$5.62M Hold
9,921
– – 0.73% 34
2025
Q3 		$4.44M Buy
9,921
+11
+0.1% +$5.28K 0.62% 42
2025
Q2 		$5.39M Sell
9,910
-13
-0.1% -$6.8K 0.84% 30
2025
Q1 		$4.91M Buy
9,923
+37
+0.4% +$20.5K 0.94% 32
2024
Q4 		$5.16M Sell
9,886
-381
-4% -$198K 0.86% 31
2024
Q3 		$5.04M Sell
10,267
-904
-8% -$421K 0.86% 31
2024
Q2 		$4.97M Buy
+11,171
New +$4.45M 0.91% 30
2021
Q4 		– Sell
-564
Closed -$109K – 628
2021
Q3 		$109K Buy
564
+390
+224% +$131K 0.04% 276
2021
Q2 		$53K Buy
174
+6
+4% +$1.68K 0.02% 306
2021
Q1 		$41K Hold
168
– – 0.02% 315
2020
Q4 		$41K Sell
168
-18
-10% -$4.47K 0.02% 312
2020
Q3 		$44K Buy
186
+15
+9% +$3.37K 0.03% 254
2020
Q2 		$32K Buy
171
+105
+159% +$18.8K 0.02% 302
2020
Q1 		$11K Hold
66
– – 0.01% 451
2019
Q4 		$13K Hold
66
– – 0.01% 496
2019
Q3 		$12K Buy
66
+30
+83% +$5.19K 0.01% 486
2019
Q2 		$6K Buy
+36
New +$6.17K 0.01% 624
2019
Q1 		– Sell
-234
Closed -$37K – 785
2018
Q4 		$37K Buy
+234
New +$39.7K 0.03% 220

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

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

Liberty Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.72% in Q1 2026, buying an estimated $35.9K and bringing the position to 9,992 shares worth $4.61M. The position accounts for 0.58% of the portfolio, ranked #48.

Liberty Wealth Management first reported a position in ISRG in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.62M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Liberty Wealth Management held 9,992 shares of Intuitive Surgical worth $4.61M as of Q1 2026.
  • Liberty Wealth Management bought 71 Intuitive Surgical shares in Q1 2026, an estimated $35.9K.
  • Intuitive Surgical made up 0.58% of Liberty Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Liberty Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 19 quarters since.
  • Liberty Wealth Management's Intuitive Surgical position peaked at $5.62M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.