Nicola Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Nicola Wealth Management’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	$19.8M	Hold	42,900	–	–	2.37%	10
2025 Q4	$24.3M	Sell	42,900 -12,900	-23%	-$6.87M	2.21%	10
2025 Q3	$25M	Buy	55,800 +29,200	+110%	+$14M	2.22%	13
2025 Q2	$14.5M	Buy	26,600 +4,600	+21%	+$2.41M	1.36%	28
2025 Q1	$10.9M	Buy	22,000 +11,000	+100%	+$6.08M	1.06%	39
2024 Q4	$5.74M	Hold	11,000	–	–	0.54%	54
2024 Q3	$5.4M	Hold	11,000	–	–	0.43%	60
2024 Q2	$4.89M	Buy	+11,000	New	+$4.38M	0.44%	56

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

Nicola Wealth Management's ISRG Position: Q1 2026 in Review

Nicola Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 42,900 shares worth $19.8M. The position accounts for 2.37% of the portfolio, ranked #10.

Nicola Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $25M in Q3 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Nicola Wealth Management held 42,900 shares of Intuitive Surgical worth $19.8M as of Q1 2026.
Nicola Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 2.37% of Nicola Wealth Management's portfolio in Q1 2026, its #10 holding.
Nicola Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Nicola Wealth Management's Intuitive Surgical position peaked at $25M in Q3 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.