Paragon Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Paragon Private 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	$887K	Buy	1,925 +47	+3%	+$23.8K	0.28%	99
2025 Q4	$1.06M	Sell	1,878 -168	-8%	-$89.4K	0.33%	83
2025 Q3	$915K	Buy	2,046 +389	+23%	+$187K	0.3%	100
2025 Q2	$900K	Buy	1,657 +220	+15%	+$115K	0.36%	84
2025 Q1	$712K	Buy	1,437 +323	+29%	+$179K	0.33%	86
2024 Q4	$581K	Buy	1,114 +215	+24%	+$112K	0.27%	96
2024 Q3	$442K	Buy	899 +140	+18%	+$65.2K	0.22%	109
2024 Q2	$338K	Buy	+759	New	+$302K	0.19%	112

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

Paragon Private Wealth Management's ISRG Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,925 shares worth $887K. The position accounts for 0.28% of the portfolio, ranked #99.

Paragon Private Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Paragon Private Wealth Management held 1,925 shares of Intuitive Surgical worth $887K as of Q1 2026.
Paragon Private Wealth Management bought 47 Intuitive Surgical shares in Q1 2026, an estimated $23.8K.
Intuitive Surgical made up 0.28% of Paragon Private Wealth Management's portfolio in Q1 2026, its #99 holding.
Paragon Private Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Paragon Private Wealth Management's Intuitive Surgical position peaked at $1.06M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.