MWM
ISRG icon

Modern Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Modern 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 		$889K Buy
1,915
+779
+69% +$394K 0.02% 440
2025
Q4 		$643K Buy
1,136
+147
+15% +$78.3K 0.01% 489
2025
Q3 		$442K Sell
989
-213
-18% -$102K 0.01% 540
2025
Q2 		$653K Buy
1,202
+188
+19% +$98.3K 0.02% 435
2025
Q1 		$502K Buy
1,014
+44
+5% +$24.3K 0.02% 420
2024
Q4 		$506K Buy
970
+91
+10% +$47.4K 0.02% 362
2024
Q3 		$432K Buy
879
+80
+10% +$37.2K 0.03% 270
2024
Q2 		$355K Buy
799
+29
+4% +$11.6K 0.03% 274
2024
Q1 		$307K Buy
+770
New +$291K 0.03% 238

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

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

Modern Wealth Management increased its Intuitive Surgical (ISRG) stake by 69% in Q1 2026, buying an estimated $394K and bringing the position to 1,915 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #440.

Modern Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Modern Wealth Management held 1,915 shares of Intuitive Surgical worth $889K as of Q1 2026.
  • Modern Wealth Management bought 779 Intuitive Surgical shares in Q1 2026, an estimated $394K.
  • Intuitive Surgical made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Modern Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.