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McAdam LLC’s Intuitive Surgical ISRG Stock Holding History

McAdam LLC’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 		$376K Buy
817
+215
+36% +$109K 0.02% 292
2025
Q4 		$341K Buy
602
+120
+25% +$63.9K 0.02% 305
2025
Q3 		$216K Sell
482
-256
-35% -$123K 0.01% 372
2025
Q2 		$401K Buy
738
+68
+10% +$35.6K 0.02% 235
2025
Q1 		$332K Sell
670
-58
-8% -$32.1K 0.02% 248
2024
Q4 		$380K Buy
728
+270
+59% +$141K 0.02% 237
2024
Q3 		$225K Buy
+458
New +$213K 0.01% 297

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

McAdam LLC's ISRG Position: Q1 2026 in Review

McAdam LLC increased its Intuitive Surgical (ISRG) stake by 36% in Q1 2026, buying an estimated $109K and bringing the position to 817 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #292.

McAdam LLC first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • McAdam LLC held 817 shares of Intuitive Surgical worth $376K as of Q1 2026.
  • McAdam LLC bought 215 Intuitive Surgical shares in Q1 2026, an estimated $109K.
  • Intuitive Surgical made up 0.02% of McAdam LLC's portfolio in Q1 2026, its #292 holding.
  • McAdam LLC first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • McAdam LLC's Intuitive Surgical position peaked at $401K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.