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Modera Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Modera 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 		$604K Sell
1,310
-29
-2% -$14.7K 0.01% 407
2025
Q4 		$758K Buy
1,339
+18
+1% +$9.58K 0.01% 377
2025
Q3 		$591K Sell
1,321
-21
-2% -$10.1K 0.01% 426
2025
Q2 		$729K Sell
1,342
-212
-14% -$111K 0.01% 372
2025
Q1 		$770K Buy
1,554
+46
+3% +$25.4K 0.01% 357
2024
Q4 		$787K Buy
1,508
+30
+2% +$15.6K 0.01% 365
2024
Q3 		$726K Sell
1,478
-248
-14% -$115K 0.01% 355
2024
Q2 		$768K Sell
1,726
-13
-0.7% -$5.18K 0.01% 329
2024
Q1 		$694K Buy
1,739
+36
+2% +$13.6K 0.01% 354
2023
Q4 		$575K Sell
1,703
-12
-0.7% -$3.58K 0.01% 356
2023
Q3 		$501K Buy
1,715
+34
+2% +$10.6K 0.01% 361
2023
Q2 		$575K Buy
1,681
+58
+4% +$17.5K 0.01% 360
2023
Q1 		$415K Buy
1,623
+20
+1% +$4.93K 0.02% 233
2022
Q4 		$425K Sell
1,603
-136
-8% -$33.2K 0.02% 230
2022
Q3 		$326K Buy
1,739
+41
+2% +$8.81K 0.02% 232
2022
Q2 		$341K Sell
1,698
-3
-0.2% -$704 0.02% 237
2022
Q1 		$513K Sell
1,701
-1,038
-38% -$303K 0.02% 207
2021
Q4 		$984K Buy
2,739
+1,032
+60% +$355K 0.04% 175
2021
Q3 		$566K Buy
1,707
+9
+0.5% +$3.02K 0.03% 150
2021
Q2 		$521K Hold
1,698
– – 0.03% 144
2021
Q1 		$418K Hold
1,698
– – 0.03% 148
2020
Q4 		$463K Buy
+1,698
New +$422K 0.04% 142

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

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

Modera Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, selling an estimated $14.7K and leaving 1,310 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #407.

Modera Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $984K in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Modera Wealth Management held 1,310 shares of Intuitive Surgical worth $604K as of Q1 2026.
  • Modera Wealth Management sold 29 Intuitive Surgical shares in Q1 2026, an estimated $14.7K.
  • Intuitive Surgical made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Modera Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Modera Wealth Management's Intuitive Surgical position peaked at $984K in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.