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Pasadena Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Pasadena Private Wealth’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 		$300K Hold
650
– – 0.04% 171
2025
Q4 		$368K Sell
650
-1
-0.2% -$532 0.05% 161
2025
Q3 		$291K Buy
+651
New +$312K 0.04% 168

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

Pasadena Private Wealth's ISRG Position: Q1 2026 in Review

Pasadena Private Wealth held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 650 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #171.

Pasadena Private Wealth first reported a position in ISRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Pasadena Private Wealth held 650 shares of Intuitive Surgical worth $300K as of Q1 2026.
  • Pasadena Private Wealth left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.04% of Pasadena Private Wealth's portfolio in Q1 2026, its #171 holding.
  • Pasadena Private Wealth first reported a position in Intuitive Surgical in Q3 2025 and has held it in 3 quarters since.
  • Pasadena Private Wealth's Intuitive Surgical position peaked at $368K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.