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OneAscent Wealth Management’s Intuitive Surgical ISRG Stock Holding History

OneAscent 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 		$632K Sell
1,372
-65
-5% -$32.9K 0.21% 60
2025
Q4 		$814K Sell
1,437
-47
-3% -$25K 0.27% 44
2025
Q3 		$664K Sell
1,484
-114
-7% -$54.7K 0.22% 55
2025
Q2 		$868K Sell
1,598
-2
-0.1% -$1.05K 0.32% 39
2025
Q1 		$792K Hold
1,600
– – 0.34% 30
2024
Q4 		$835K Sell
1,600
-49
-3% -$25.5K 0.34% 35
2024
Q3 		$810K Sell
1,649
-215
-12% -$100K 0.31% 35
2024
Q2 		$829K Sell
1,864
-42
-2% -$16.7K 0.43% 16
2024
Q1 		$761K Sell
1,906
-397
-17% -$150K 0.29% 39
2023
Q4 		$777K Buy
2,303
+46
+2% +$13.7K 0.31% 34
2023
Q3 		$660K Sell
2,257
-155
-6% -$48.4K 0.29% 41
2023
Q2 		$825K Sell
2,412
-341
-12% -$103K 0.39% 22
2023
Q1 		$703K Buy
2,753
+39
+1% +$9.61K 0.27% 42
2022
Q4 		$720K Sell
2,714
-510
-16% -$124K 0.34% 27
2022
Q3 		$604K Sell
3,224
-45
-1% -$9.66K 0.32% 29
2022
Q2 		$656K Buy
+3,269
New +$767K 0.34% 30

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

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

OneAscent Wealth Management reduced its Intuitive Surgical (ISRG) stake by 4.5% in Q1 2026, selling an estimated $32.9K and leaving 1,372 shares worth $632K. The position accounts for 0.21% of the portfolio, ranked #60.

OneAscent Wealth Management first reported a position in ISRG in Q2 2022 and has held it in 16 quarters since. The position peaked at $868K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • OneAscent Wealth Management held 1,372 shares of Intuitive Surgical worth $632K as of Q1 2026.
  • OneAscent Wealth Management sold 65 Intuitive Surgical shares in Q1 2026, an estimated $32.9K.
  • Intuitive Surgical made up 0.21% of OneAscent Wealth Management's portfolio in Q1 2026, its #60 holding.
  • OneAscent Wealth Management first reported a position in Intuitive Surgical in Q2 2022 and has held it in 16 quarters since.
  • OneAscent Wealth Management's Intuitive Surgical position peaked at $868K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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