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McKinley Carter Wealth Services’s Intuitive Surgical ISRG Stock Holding History

McKinley Carter 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 		– Sell
-782
Closed -$443K – 321
2025
Q4 		$443K Sell
782
-1
-0.1% -$532 0.02% 231
2025
Q3 		$350K Hold
783
– – 0.02% 258
2025
Q2 		$425K Buy
783
+3
+0.4% +$1.57K 0.02% 230
2025
Q1 		$386K Buy
780
+48
+7% +$26.5K 0.02% 236
2024
Q4 		$382K Sell
732
-11
-1% -$5.73K 0.02% 228
2024
Q3 		$365K Hold
743
– – 0.02% 235
2024
Q2 		$331K Buy
743
+11
+2% +$4.38K 0.02% 246
2024
Q1 		$292K Hold
732
– – 0.02% 258
2023
Q4 		$247K Sell
732
-240
-25% -$71.5K 0.02% 272
2023
Q3 		$284K Hold
972
– – 0.02% 251
2023
Q2 		$332K Hold
972
– – 0.02% 242
2023
Q1 		$248K Hold
972
– – 0.02% 268
2022
Q4 		$258K Buy
+972
New +$237K 0.02% 260
2022
Q2 		– Sell
-1,002
Closed -$302K – 293
2022
Q1 		$302K Sell
1,002
-27
-3% -$7.89K 0.02% 238
2021
Q4 		$370K Buy
1,029
+12
+1% +$4.13K 0.03% 223
2021
Q3 		$337K Sell
1,017
-18
-2% -$6.04K 0.03% 228
2021
Q2 		$317K Sell
1,035
-9
-0.9% -$2.52K 0.03% 235
2021
Q1 		$257K Sell
1,044
-6
-0.6% -$1.51K 0.02% 257
2020
Q4 		$286K Hold
1,050
– – 0.04% 220
2020
Q3 		$248K Buy
+1,050
New +$236K 0.06% 129
2018
Q2 		– Sell
-960
Closed -$132K – 269
2018
Q1 		$132K Buy
+960
New +$134K 0.04% 192

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

McKinley Carter Wealth Services's ISRG Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 782 shares — an estimated $443K sold.

McKinley Carter Wealth Services first reported a position in ISRG in Q1 2018 and held it in 21 quarters. The position peaked at $443K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 782 Intuitive Surgical shares in Q1 2026, an estimated $443K.
  • McKinley Carter Wealth Services first reported a position in Intuitive Surgical in Q1 2018 and held it in 21 quarters.
  • McKinley Carter Wealth Services's Intuitive Surgical position peaked at $443K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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