Omnia Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Omnia Family 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	–	Sell	-412	Closed	-$233K	–	103
2025 Q4	$233K	Buy	+412	New	+$219K	0.07%	94
2025 Q3	–	Sell	-395	Closed	-$215K	–	108
2025 Q2	$215K	Sell	395 -9	-2%	-$4.71K	0.08%	92
2025 Q1	$200K	Buy	+404	New	+$223K	0.08%	88
2019 Q2	–	Sell	-18	Closed	-$3K	–	305
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	395
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	340
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	374
2018 Q2	$3K	Hold	18	–	–	﹤0.01%	357
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	448
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	456
2017 Q3	$2K	Sell	18 -36	-67%	-$3.92K	﹤0.01%	467
2017 Q2	$6K	Hold	54	–	–	﹤0.01%	355
2017 Q1	$5K	Hold	54	–	–	﹤0.01%	383
2016 Q4	$4K	Buy	+54	New	+$3.97K	﹤0.01%	444

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

Omnia Family Wealth's ISRG Position: Q1 2026 in Review

Omnia Family Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 412 shares — an estimated $233K sold.

Omnia Family Wealth first reported a position in ISRG in Q4 2016 and held it in 13 quarters. The position peaked at $233K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Omnia Family Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Omnia Family Wealth sold 412 Intuitive Surgical shares in Q1 2026, an estimated $233K.
Omnia Family Wealth first reported a position in Intuitive Surgical in Q4 2016 and held it in 13 quarters.
Omnia Family Wealth's Intuitive Surgical position peaked at $233K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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