Peloton Wealth Strategists’s Intuitive Surgical ISRG Stock Holding History

Peloton Wealth Strategists’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	$2.53M	Buy	5,489 +2,505	+84%	+$1.27M	1.02%	44
2025 Q4	$1.69M	Buy	2,984 +1,788	+149%	+$952K	0.65%	55
2025 Q3	$535K	Buy	1,196 +201	+20%	+$96.5K	0.21%	77
2025 Q2	$541K	Buy	+995	New	+$520K	0.22%	76
2022 Q2	–	Sell	-9,116	Closed	-$2.75M	–	86
2022 Q1	$2.75M	Buy	9,116 +75	+0.8%	+$21.9K	1.15%	35
2021 Q4	$3.25M	Buy	9,041 +35	+0.4%	+$12K	1.3%	34
2021 Q3	$2.98M	Sell	9,006 -15	-0.2%	-$5.04K	1.22%	35
2021 Q2	$2.77M	Buy	9,021 +225	+3%	+$63.1K	1.14%	37
2021 Q1	$2.17M	Buy	8,796 +81	+0.9%	+$20.4K	1.02%	40
2020 Q4	$2.38M	Hold	8,715	–	–	1.18%	36
2020 Q3	$2.06M	Sell	8,715 -75	-0.9%	-$16.8K	1.16%	37
2020 Q2	$1.67M	Buy	8,790 +345	+4%	+$61.8K	1.05%	39
2020 Q1	$1.39M	Buy	+8,445	New	+$1.55M	1.14%	38

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

Peloton Wealth Strategists's ISRG Position: Q1 2026 in Review

Peloton Wealth Strategists increased its Intuitive Surgical (ISRG) stake by 84% in Q1 2026, buying an estimated $1.27M and bringing the position to 5,489 shares worth $2.53M. The position accounts for 1.02% of the portfolio, ranked #44.

Peloton Wealth Strategists first reported a position in ISRG in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.25M in Q4 2021. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Peloton Wealth Strategists held 5,489 shares of Intuitive Surgical worth $2.53M as of Q1 2026.
Peloton Wealth Strategists bought 2,505 Intuitive Surgical shares in Q1 2026, an estimated $1.27M.
Intuitive Surgical made up 1.02% of Peloton Wealth Strategists's portfolio in Q1 2026, its #44 holding.
Peloton Wealth Strategists first reported a position in Intuitive Surgical in Q1 2020 and has held it in 13 quarters since.
Peloton Wealth Strategists's Intuitive Surgical position peaked at $3.25M in Q4 2021.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.