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Montz Harcus Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Montz Harcus 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 		– Sell
-421
Closed -$238K – 94
2025
Q4 		$238K Buy
+421
New +$224K 0.1% 81
2025
Q3 		– Sell
-424
Closed -$230K – 88
2025
Q2 		$230K Sell
424
-6
-1% -$3.14K 0.11% 77
2025
Q1 		$213K Buy
430
+11
+3% +$6.08K 0.12% 73
2024
Q4 		$219K Sell
419
-2
-0.5% -$1.04K 0.12% 69
2024
Q3 		$207K Buy
+421
New +$196K 0.12% 73

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

Montz Harcus Wealth Management's ISRG Position: Q1 2026 in Review

Montz Harcus Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 421 shares — an estimated $238K sold.

Montz Harcus Wealth Management first reported a position in ISRG in Q3 2024 and held it in 5 quarters. The position peaked at $238K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Montz Harcus Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 421 Intuitive Surgical shares in Q1 2026, an estimated $238K.
  • Montz Harcus Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and held it in 5 quarters.
  • Montz Harcus Wealth Management's Intuitive Surgical position peaked at $238K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.