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Novare Capital Management’s Intuitive Surgical ISRG Stock Holding History

Novare Capital 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 		$227K Sell
492
-15
-3% -$7.59K 0.02% 185
2025
Q4 		$287K Hold
507
– – 0.02% 167
2025
Q3 		$227K Sell
507
-3
-0.6% -$1.44K 0.02% 183
2025
Q2 		$277K Hold
510
– – 0.02% 172
2025
Q1 		$253K Buy
510
+18
+4% +$9.95K 0.02% 172
2024
Q4 		$257K Hold
492
– – 0.02% 171
2024
Q3 		$242K Hold
492
– – 0.02% 176
2024
Q2 		$219K Buy
+492
New +$196K 0.02% 172

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

Novare Capital Management's ISRG Position: Q1 2026 in Review

Novare Capital Management reduced its Intuitive Surgical (ISRG) stake by 3% in Q1 2026, selling an estimated $7.59K and leaving 492 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #185.

Novare Capital Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $287K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Novare Capital Management held 492 shares of Intuitive Surgical worth $227K as of Q1 2026.
  • Novare Capital Management sold 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
  • Intuitive Surgical made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #185 holding.
  • Novare Capital Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Novare Capital Management's Intuitive Surgical position peaked at $287K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.