Mount Yale Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Mount Yale 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	$3.77M	Buy	8,180 +5,301	+184%	+$2.68M	0.09%	233
2025 Q4	$1.63M	Buy	2,879 +861	+43%	+$458K	0.08%	222
2025 Q3	$903K	Buy	2,018 +227	+13%	+$109K	0.06%	298
2025 Q2	$973K	Buy	1,791 +1,229	+219%	+$643K	0.08%	208
2025 Q1	$278K	Buy	562 +78	+16%	+$43.1K	0.02%	459
2024 Q4	$253K	Buy	484 +26	+6%	+$13.5K	0.02%	487
2024 Q3	$225K	Buy	+458	New	+$213K	0.02%	502
2018 Q4	–	Sell	-540	Closed	-$98K	–	528
2018 Q3	$98K	Buy	540 +165	+44%	+$29.3K	0.02%	450
2018 Q2	$60K	Buy	375 +207	+123%	+$31.6K	0.01%	598
2018 Q1	$23K	Buy	+168	New	+$23.4K	﹤0.01%	743

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's ISRG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Intuitive Surgical (ISRG) stake by 184% in Q1 2026, buying an estimated $2.68M and bringing the position to 8,180 shares worth $3.77M. The position accounts for 0.09% of the portfolio, ranked #233.

Mount Yale Investment Advisors first reported a position in ISRG in Q1 2018 and has held it in 10 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Mount Yale Investment Advisors held 8,180 shares of Intuitive Surgical worth $3.77M as of Q1 2026.
Mount Yale Investment Advisors bought 5,301 Intuitive Surgical shares in Q1 2026, an estimated $2.68M.
Intuitive Surgical made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #233 holding.
Mount Yale Investment Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 10 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.