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New Age Alpha Advisors’s Intuitive Surgical ISRG Stock Holding History

New Age Alpha 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 		$4.13M Sell
8,957
-21
-0.2% -$10.6K 0.19% 154
2025
Q4 		$5.08M Sell
8,978
-813
-8% -$433K 0.22% 122
2025
Q3 		$4.38M Hold
9,791
– – 0.18% 157
2025
Q2 		$5.32M Buy
9,791
+3,029
+45% +$1.58M 0.23% 112
2025
Q1 		$3.35M Buy
6,762
+4,658
+221% +$2.58M 0.15% 210
2024
Q4 		$1.1M Buy
+2,104
New +$1.1M 0.04% 435

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

New Age Alpha Advisors's ISRG Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Intuitive Surgical (ISRG) stake by 0.23% in Q1 2026, selling an estimated $10.6K and leaving 8,957 shares worth $4.13M. The position accounts for 0.19% of the portfolio, ranked #154.

New Age Alpha Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • New Age Alpha Advisors held 8,957 shares of Intuitive Surgical worth $4.13M as of Q1 2026.
  • New Age Alpha Advisors sold 21 Intuitive Surgical shares in Q1 2026, an estimated $10.6K.
  • Intuitive Surgical made up 0.19% of New Age Alpha Advisors's portfolio in Q1 2026, its #154 holding.
  • New Age Alpha Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Intuitive Surgical position peaked at $5.32M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.