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Personal CFO Solutions’s Intuitive Surgical ISRG Stock Holding History

Personal CFO Solutions’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 		$1.09M Buy
2,362
+41
+2% +$20.7K 0.15% 116
2025
Q4 		$1.31M Buy
2,321
+1,306
+129% +$695K 0.21% 87
2025
Q3 		$454K Buy
1,015
+29
+3% +$13.9K 0.08% 247
2025
Q2 		$536K Sell
986
-246
-20% -$129K 0.1% 205
2025
Q1 		$610K Sell
1,232
-55
-4% -$30.4K 0.12% 179
2024
Q4 		$672K Buy
1,287
+15
+1% +$7.81K 0.13% 165
2024
Q3 		$625K Sell
1,272
-36
-3% -$16.8K 0.09% 217
2024
Q2 		$582K Sell
1,308
-52
-4% -$20.7K 0.09% 220
2024
Q1 		$543K Buy
1,360
+19
+1% +$7.18K 0.08% 233
2023
Q4 		$452K Buy
1,341
+474
+55% +$141K 0.08% 252
2023
Q3 		$253K Sell
867
-140
-14% -$43.7K 0.05% 367
2023
Q2 		$344K Sell
1,007
-105
-9% -$31.8K 0.07% 300
2023
Q1 		$284K Buy
1,112
+21
+2% +$5.17K 0.06% 326
2022
Q4 		$289K Sell
1,091
-61
-5% -$14.9K 0.06% 306
2022
Q3 		$216K Sell
1,152
-1,505
-57% -$323K 0.05% 349
2022
Q2 		$533K Sell
2,657
-422
-14% -$99K 0.13% 146
2022
Q1 		$929K Sell
3,079
-72
-2% -$21K 0.18% 110
2021
Q4 		$1.13M Buy
3,151
+85
+3% +$29.2K 0.21% 99
2021
Q3 		$1.02M Sell
3,066
-12
-0.4% -$4.03K 0.21% 101
2021
Q2 		$944K Sell
3,078
-213
-6% -$59.8K 0.19% 106
2021
Q1 		$811K Buy
3,291
+114
+4% +$28.7K 0.18% 110
2020
Q4 		$866K Buy
3,177
+6
+0.2% +$1.49K 0.21% 100
2020
Q3 		$1K Buy
+3,171
New +$712K 0.33% 87

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

Personal CFO Solutions's ISRG Position: Q1 2026 in Review

Personal CFO Solutions increased its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, buying an estimated $20.7K and bringing the position to 2,362 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #116.

Personal CFO Solutions first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Personal CFO Solutions held 2,362 shares of Intuitive Surgical worth $1.09M as of Q1 2026.
  • Personal CFO Solutions bought 41 Intuitive Surgical shares in Q1 2026, an estimated $20.7K.
  • Intuitive Surgical made up 0.15% of Personal CFO Solutions's portfolio in Q1 2026, its #116 holding.
  • Personal CFO Solutions first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Personal CFO Solutions's Intuitive Surgical position peaked at $1.31M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.