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

Perissos 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	$422K	Hold	916	–	–	0.37%	47
2025 Q4	$519K	Hold	916	–	–	0.45%	46
2025 Q3	$410K	Hold	916	–	–	0.3%	51
2025 Q2	$498K	Hold	916	–	–	0.39%	47
2025 Q1	$454K	Sell	916 -55	-6%	-$30.4K	0.41%	47
2024 Q4	$507K	Buy	971 +5	+0.5%	+$2.6K	0.38%	54
2024 Q3	$475K	Hold	966	–	–	0.38%	53
2024 Q2	$430K	Hold	966	–	–	0.39%	54
2024 Q1	$386K	Buy	+966	New	+$365K	0.35%	53

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

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

Perissos Private Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 916 shares worth $422K. The position accounts for 0.37% of the portfolio, ranked #47.

Perissos Private Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $519K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Perissos Private Wealth Management held 916 shares of Intuitive Surgical worth $422K as of Q1 2026.
Perissos Private Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.37% of Perissos Private Wealth Management's portfolio in Q1 2026, its #47 holding.
Perissos Private Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Intuitive Surgical position peaked at $519K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.