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NIA Impact Advisors’s Intuitive Surgical ISRG Stock Holding History

NIA Impact 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 		– Sell
-1,502
Closed -$851K – 98
2025
Q4 		$851K Buy
1,502
+3
+0.2% +$1.6K 0.29% 67
2025
Q3 		$670K Hold
1,499
– – 0.22% 69
2025
Q2 		$815K Hold
1,499
– – 0.28% 68
2025
Q1 		$742K Sell
1,499
-267
-15% -$148K 0.28% 73
2024
Q4 		$922K Hold
1,766
– – 0.3% 73
2024
Q3 		$868K Sell
1,766
-4
-0.2% -$1.86K 0.29% 69
2024
Q2 		$787K Hold
1,770
– – 0.28% 70
2024
Q1 		$706K Buy
+1,770
New +$669K 0.28% 67

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NIA Impact Advisors's ISRG Position: Q1 2026 in Review

NIA Impact Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 1,502 shares — an estimated $851K sold.

NIA Impact Advisors first reported a position in ISRG in Q1 2024 and held it in 8 quarters. The position peaked at $922K in Q4 2024. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • NIA Impact Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 1,502 Intuitive Surgical shares in Q1 2026, an estimated $851K.
  • NIA Impact Advisors first reported a position in Intuitive Surgical in Q1 2024 and held it in 8 quarters.
  • NIA Impact Advisors's Intuitive Surgical position peaked at $922K in Q4 2024.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.