OneAscent Financial Services’s Intuitive Surgical ISRG Stock Holding History

OneAscent Financial Services’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	$1.01M	Buy	2,198 +1,824	+488%	+$923K	0.05%	215
2025 Q4	$212K	Buy	+374	New	+$199K	0.02%	432
2025 Q3	–	Sell	-2,156	Closed	-$1.16M	–	474
2025 Q2	$1.16M	Sell	2,156 -179	-8%	-$93.6K	0.08%	153
2025 Q1	$1.16M	Buy	2,335 +163	+8%	+$90.1K	0.08%	174
2024 Q4	$1.13M	Buy	2,172 +11	+0.5%	+$5.73K	0.1%	138
2024 Q3	$1.06M	Buy	2,161 +98	+5%	+$45.6K	0.76%	26
2024 Q2	$918K	Sell	2,063 -122	-6%	-$48.6K	0.13%	106
2024 Q1	$872K	Sell	2,185 -85	-4%	-$32.1K	0.1%	131
2023 Q4	$766K	Buy	+2,270	New	+$677K	0.1%	138

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

OneAscent Financial Services's ISRG Position: Q1 2026 in Review

OneAscent Financial Services increased its Intuitive Surgical (ISRG) stake by 488% in Q1 2026, buying an estimated $923K and bringing the position to 2,198 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #215.

OneAscent Financial Services first reported a position in ISRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

OneAscent Financial Services held 2,198 shares of Intuitive Surgical worth $1.01M as of Q1 2026.
OneAscent Financial Services bought 1,824 Intuitive Surgical shares in Q1 2026, an estimated $923K.
Intuitive Surgical made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #215 holding.
OneAscent Financial Services first reported a position in Intuitive Surgical in Q4 2023 and has held it in 9 quarters since.
OneAscent Financial Services's Intuitive Surgical position peaked at $1.16M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.