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Medallion Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Medallion Wealth Advisors’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 		$77K Sell
167
-15
-8% -$7.59K 0.03% 395
2025
Q4 		$103K Hold
182
– – 0.03% 355
2025
Q3 		$81.4K Buy
182
+1
+0.6% +$480 0.03% 386
2025
Q2 		$97.6K Hold
181
– – 0.04% 353
2025
Q1 		$89.8K Buy
181
+36
+25% +$19.9K 0.04% 326
2024
Q4 		$74.7K Buy
+145
New +$75.5K 0.04% 344

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

Medallion Wealth Advisors's ISRG Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 8.2% in Q1 2026, selling an estimated $7.59K and leaving 167 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #395.

Medallion Wealth Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Medallion Wealth Advisors held 167 shares of Intuitive Surgical worth $77K as of Q1 2026.
  • Medallion Wealth Advisors sold 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
  • Intuitive Surgical made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #395 holding.
  • Medallion Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Intuitive Surgical position peaked at $103K in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.