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Optimize Financial’s Intuitive Surgical ISRG Stock Holding History

Optimize Financial’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 		$417K Sell
904
-16
-2% -$8.1K 0.21% 185
2025
Q4 		$521K Buy
920
+12
+1% +$6.39K 0.26% 113
2025
Q3 		$406K Buy
+908
New +$436K 0.21% 208
2025
Q1 		– Sell
-462
Closed -$241K – 254
2024
Q4 		$241K Buy
+462
New +$241K 0.18% 175

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimize Financial's ISRG Position: Q1 2026 in Review

Optimize Financial reduced its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, selling an estimated $8.1K and leaving 904 shares worth $417K. The position accounts for 0.21% of the portfolio, ranked #185.

Optimize Financial first reported a position in ISRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $521K in Q4 2025. 2,318 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Optimize Financial held 904 shares of Intuitive Surgical worth $417K as of Q1 2026.
  • Optimize Financial sold 16 Intuitive Surgical shares in Q1 2026, an estimated $8.1K.
  • Intuitive Surgical made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #185 holding.
  • Optimize Financial first reported a position in Intuitive Surgical in Q4 2024 and has held it in 4 quarters since.
  • Optimize Financial's Intuitive Surgical position peaked at $521K in Q4 2025.
  • 2,318 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.