NW
ISRG icon

Naviter Wealth’s Intuitive Surgical ISRG Stock Holding History

Naviter Wealth’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 		$1.49M Buy
3,241
+200
+7% +$101K 0.19% 120
2025
Q4 		$1.72M Sell
3,041
-336
-10% -$179K 0.22% 107
2025
Q3 		$1.51M Buy
3,377
+4
+0.1% +$1.92K 0.18% 137
2025
Q2 		$1.83M Sell
3,373
-265
-7% -$139K 0.23% 120
2025
Q1 		$1.79M Buy
3,638
+43
+1% +$23.8K 0.22% 129
2024
Q4 		$1.88M Buy
3,595
+3,093
+616% +$1.61M 0.23% 119
2024
Q3 		$247K Hold
502
– – 0.03% 217
2024
Q2 		$223K Hold
502
– – 0.03% 213
2024
Q1 		$200K Buy
+502
New +$190K 0.03% 217

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

Naviter Wealth's ISRG Position: Q1 2026 in Review

Naviter Wealth increased its Intuitive Surgical (ISRG) stake by 6.6% in Q1 2026, buying an estimated $101K and bringing the position to 3,241 shares worth $1.49M. The position accounts for 0.19% of the portfolio, ranked #120.

Naviter Wealth first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Naviter Wealth held 3,241 shares of Intuitive Surgical worth $1.49M as of Q1 2026.
  • Naviter Wealth bought 200 Intuitive Surgical shares in Q1 2026, an estimated $101K.
  • Intuitive Surgical made up 0.19% of Naviter Wealth's portfolio in Q1 2026, its #120 holding.
  • Naviter Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Naviter Wealth's Intuitive Surgical position peaked at $1.88M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.