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ISRG icon

NewEdge Wealth’s Intuitive Surgical ISRG Stock Holding History

NewEdge 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 		$15.5M Buy
33,535
+5,950
+22% +$3.01M 0.18% 98
2025
Q4 		$15.6M Buy
27,585
+10,095
+58% +$5.37M 0.18% 100
2025
Q3 		$9.59M Buy
17,490
+348
+2% +$167K 0.14% 123
2025
Q2 		$8.05M Sell
17,142
-303
-2% -$158K 0.13% 139
2025
Q1 		$8.64M Buy
17,445
+37
+0.2% +$20.5K 0.16% 121
2024
Q4 		$9.09M Sell
17,408
-82
-0.5% -$42.7K 0.16% 119
2024
Q3 		$8.59M Buy
17,490
+3,827
+28% +$1.78M 0.16% 130
2024
Q2 		$6.08M Sell
13,663
-329
-2% -$131K 0.13% 138
2024
Q1 		$5.28M Sell
13,992
-414
-3% -$156K 0.12% 154
2023
Q4 		$4.86M Sell
14,406
-470
-3% -$140K 0.12% 144
2023
Q3 		$4.35M Sell
14,876
-3,537
-19% -$1.1M 0.14% 140
2023
Q2 		$6.3M Buy
18,413
+8,070
+78% +$2.44M 0.21% 115
2023
Q1 		$2.64M Buy
10,343
+567
+6% +$140K 0.1% 184
2022
Q4 		$2.59M Buy
9,776
+6,973
+249% +$1.7M 0.11% 173
2022
Q3 		$525K Sell
2,803
-3,908
-58% -$839K 0.02% 349
2022
Q2 		$1.35M Buy
6,711
+2,422
+56% +$568K 0.06% 248
2022
Q1 		$1.29M Buy
4,289
+3,597
+520% +$1.05M 0.06% 197
2021
Q4 		$249K Buy
+692
New +$238K 0.01% 363

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

NewEdge Wealth's ISRG Position: Q1 2026 in Review

NewEdge Wealth increased its Intuitive Surgical (ISRG) stake by 22% in Q1 2026, buying an estimated $3.01M and bringing the position to 33,535 shares worth $15.5M. The position accounts for 0.18% of the portfolio, ranked #98.

NewEdge Wealth first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.6M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • NewEdge Wealth held 33,535 shares of Intuitive Surgical worth $15.5M as of Q1 2026.
  • NewEdge Wealth bought 5,950 Intuitive Surgical shares in Q1 2026, an estimated $3.01M.
  • Intuitive Surgical made up 0.18% of NewEdge Wealth's portfolio in Q1 2026, its #98 holding.
  • NewEdge Wealth first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Intuitive Surgical position peaked at $15.6M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.