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Paces Ferry Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Paces Ferry Wealth Advisors’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 		$1.59M Buy
3,459
+4
+0.1% +$2.02K 0.66% 29
2025
Q4 		$1.96M Sell
3,455
-7
-0.2% -$3.73K 0.79% 28
2025
Q3 		$1.55M Hold
3,462
– – 0.64% 34
2025
Q2 		$1.88M Sell
3,462
-35
-1% -$18.3K 0.86% 27
2025
Q1 		$1.73M Sell
3,497
-14
-0.4% -$7.74K 0.86% 28
2024
Q4 		$1.83M Sell
3,511
-31
-0.9% -$16.1K 0.89% 28
2024
Q3 		$1.74M Sell
3,542
-2
-0.1% -$931 1% 28
2024
Q2 		$1.58M Sell
3,544
-16
-0.4% -$6.37K 0.95% 28
2024
Q1 		$1.42M Sell
3,560
-35
-1% -$13.2K 0.91% 29
2023
Q4 		$1.21M Buy
3,595
+12
+0.3% +$3.58K 0.84% 33
2023
Q3 		$1.05M Sell
3,583
-26
-0.7% -$8.12K 0.83% 32
2023
Q2 		$1.23M Buy
3,609
+28
+0.8% +$8.47K 0.93% 31
2023
Q1 		$915K Buy
3,581
+17
+0.5% +$4.19K 0.74% 36
2022
Q4 		$946K Buy
3,564
+3
+0.1% +$731 0.92% 29
2022
Q3 		$667K Buy
3,561
+54
+2% +$11.6K 0.73% 35
2022
Q2 		$704K Sell
3,507
-1
-0% -$235 0.69% 35
2022
Q1 		$1.06M Sell
3,508
-1
-0% -$292 0.84% 31
2021
Q4 		$1.26M Sell
3,509
-34
-1% -$11.7K 0.9% 29
2021
Q3 		$1.17M Sell
3,543
-6
-0.2% -$2.02K 0.94% 29
2021
Q2 		$1.09M Sell
3,549
-12
-0.3% -$3.37K 0.83% 32
2021
Q1 		$877K Sell
3,561
-45
-1% -$11.3K 0.76% 36
2020
Q4 		$983K Sell
3,606
-66
-2% -$16.4K 0.9% 30
2020
Q3 		$868K Buy
+3,672
New +$825K 0.76% 33

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

Paces Ferry Wealth Advisors's ISRG Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 0.12% in Q1 2026, buying an estimated $2.02K and bringing the position to 3,459 shares worth $1.59M. The position accounts for 0.66% of the portfolio, ranked #29.

Paces Ferry Wealth Advisors first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Paces Ferry Wealth Advisors held 3,459 shares of Intuitive Surgical worth $1.59M as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 4 Intuitive Surgical shares in Q1 2026, an estimated $2.02K.
  • Intuitive Surgical made up 0.66% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Paces Ferry Wealth Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Intuitive Surgical position peaked at $1.96M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.