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Moran Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Moran 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 		$2.18M Sell
4,726
-278
-6% -$141K 0.07% 293
2025
Q4 		$2.83M Buy
5,004
+1,431
+40% +$762K 0.09% 254
2025
Q3 		$1.6M Buy
3,573
+1,097
+44% +$526K 0.05% 298
2025
Q2 		$1.35M Buy
2,476
+757
+44% +$396K 0.04% 305
2025
Q1 		$851K Sell
1,719
-59
-3% -$32.6K 0.03% 316
2024
Q4 		$928K Buy
1,778
+29
+2% +$15.1K 0.03% 304
2024
Q3 		$859K Buy
1,749
+341
+24% +$159K 0.03% 306
2024
Q2 		$626K Buy
1,408
+366
+35% +$146K 0.02% 324
2024
Q1 		$416K Buy
1,042
+316
+44% +$119K 0.01% 340
2023
Q4 		$245K Buy
+726
New +$216K 0.01% 377
2023
Q1 		– Sell
-18,768
Closed -$4.98M – 364
2022
Q4 		$4.98M Buy
+18,768
New +$4.58M 0.19% 149

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

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

Moran Wealth Management reduced its Intuitive Surgical (ISRG) stake by 5.6% in Q1 2026, selling an estimated $141K and leaving 4,726 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #293.

Moran Wealth Management first reported a position in ISRG in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.98M in Q4 2022. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Moran Wealth Management held 4,726 shares of Intuitive Surgical worth $2.18M as of Q1 2026.
  • Moran Wealth Management sold 278 Intuitive Surgical shares in Q1 2026, an estimated $141K.
  • Intuitive Surgical made up 0.07% of Moran Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Moran Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 11 quarters since.
  • Moran Wealth Management's Intuitive Surgical position peaked at $4.98M in Q4 2022.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.