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Moneta Group Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Moneta Group Investment 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 		$976K Sell
2,117
-175
-8% -$88.5K 0.01% 365
2025
Q4 		$1.3M Buy
2,292
+356
+18% +$190K 0.01% 321
2025
Q3 		$866K Buy
1,936
+508
+36% +$244K 0.01% 377
2025
Q2 		$776K Sell
1,428
-15
-1% -$7.84K 0.01% 351
2025
Q1 		$715K Sell
1,443
-314
-18% -$174K 0.01% 341
2024
Q4 		$917K Buy
1,757
+1
+0.1% +$521 0.01% 296
2024
Q3 		$863K Sell
1,756
-119
-6% -$55.4K 0.01% 298
2024
Q2 		$834K Buy
1,875
+1,211
+182% +$482K 0.01% 293
2024
Q1 		$265K Buy
+664
New +$251K ﹤0.01% 521
2018
Q1 		– Sell
-6
Closed -$1K – 669
2017
Q4 		$1K Buy
+6
New +$751 ﹤0.01% 422
2015
Q4 		– Sell
-198
Closed -$10K – 276
2015
Q3 		$10K Buy
+198
New +$11.2K ﹤0.01% 417

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

Moneta Group Investment Advisors's ISRG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 7.6% in Q1 2026, selling an estimated $88.5K and leaving 2,117 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #365.

Moneta Group Investment Advisors first reported a position in ISRG in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Moneta Group Investment Advisors held 2,117 shares of Intuitive Surgical worth $976K as of Q1 2026.
  • Moneta Group Investment Advisors sold 175 Intuitive Surgical shares in Q1 2026, an estimated $88.5K.
  • Intuitive Surgical made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #365 holding.
  • Moneta Group Investment Advisors first reported a position in Intuitive Surgical in Q3 2015 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Intuitive Surgical position peaked at $1.3M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.