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NWAM LLC’s Intuitive Surgical ISRG Stock Holding History

NWAM LLC’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 		$4.64M Buy
10,065
+1,473
+17% +$745K 0.27% 96
2025
Q4 		$4.54M Sell
8,592
-44
-0.5% -$23.4K 0.25% 94
2025
Q3 		$3.96M Sell
8,636
-25
-0.3% -$12K 0.21% 109
2025
Q2 		$4.17M Buy
8,661
+4
+0% +$2.09K 0.24% 105
2025
Q1 		$4.29M Sell
8,657
-30
-0.3% -$16.6K 0.37% 58
2024
Q4 		$4.53M Sell
8,687
-12
-0.1% -$6.25K 0.28% 84
2024
Q3 		$4.27M Sell
8,699
-17
-0.2% -$7.91K 0.26% 86
2024
Q2 		$3.88M Sell
8,716
-1,257
-13% -$501K 1.14% 20
2024
Q1 		$3.88M Buy
9,973
+3
+0% +$1.13K 0.31% 72
2023
Q4 		$3.36M Sell
9,970
-441
-4% -$131K 0.27% 88
2023
Q3 		$3.04M Buy
10,411
+212
+2% +$66.2K 0.31% 75
2023
Q2 		$3.49M Buy
10,199
+674
+7% +$204K 0.29% 88
2023
Q1 		$2.43M Sell
9,525
-11,943
-56% -$2.94M 0.25% 98
2022
Q4 		$5.7M Sell
21,468
-553
-3% -$135K 0.5% 40
2022
Q3 		$4.13M Buy
22,021
+13,672
+164% +$2.94M 0.39% 60
2022
Q2 		$1.73M Sell
8,349
-1,193
-13% -$280K 0.16% 129
2022
Q1 		$2.88M Sell
9,542
-1,012
-10% -$296K 0.22% 102
2021
Q4 		$3.79M Buy
10,554
+6,039
+134% +$2.08M 0.3% 83
2021
Q3 		$1.5M Buy
4,515
+3,039
+206% +$1.02M 0.14% 164
2021
Q2 		$452K Sell
1,476
-4,230
-74% -$1.19M 0.04% 324
2021
Q1 		$1.41M Sell
5,706
-2,556
-31% -$643K 0.14% 158
2020
Q4 		$2.25M Sell
8,262
-831
-9% -$206K 0.26% 99
2020
Q3 		$2.15M Buy
9,093
+1,263
+16% +$284K 0.35% 77
2020
Q2 		$1.49M Buy
7,830
+4,170
+114% +$748K 0.21% 116
2020
Q1 		$604 Buy
+3,660
New +$670K 0.02% 204

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

NWAM LLC's ISRG Position: Q1 2026 in Review

NWAM LLC increased its Intuitive Surgical (ISRG) stake by 17% in Q1 2026, buying an estimated $745K and bringing the position to 10,065 shares worth $4.64M. The position accounts for 0.27% of the portfolio, ranked #96.

NWAM LLC first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.7M in Q4 2022. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • NWAM LLC held 10,065 shares of Intuitive Surgical worth $4.64M as of Q1 2026.
  • NWAM LLC bought 1,473 Intuitive Surgical shares in Q1 2026, an estimated $745K.
  • Intuitive Surgical made up 0.27% of NWAM LLC's portfolio in Q1 2026, its #96 holding.
  • NWAM LLC first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • NWAM LLC's Intuitive Surgical position peaked at $5.7M in Q4 2022.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.