PWMG
ISRG icon

Prestige Wealth Management Group’s Intuitive Surgical ISRG Stock Holding History

Prestige Wealth Management Group’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 		$520K Sell
1,129
-3
-0.3% -$1.52K 0.1% 99
2025
Q4 		$641K Buy
1,132
+1,050
+1,280% +$559K 0.12% 89
2025
Q3 		$36.7K Buy
82
+7
+9% +$3.36K 0.01% 300
2025
Q2 		$40.8K Hold
75
– – 0.01% 282
2025
Q1 		$37.1K Hold
75
– – 0.01% 285
2024
Q4 		$39.1K Hold
75
– – 0.01% 284
2024
Q3 		$36.8K Hold
75
– – 0.01% 276
2024
Q2 		$33.4K Hold
75
– – 0.01% 266
2024
Q1 		$29.9K Hold
75
– – 0.01% 303
2023
Q4 		$25.3K Buy
75
+9
+14% +$2.68K 0.01% 316
2023
Q3 		$19.3K Hold
66
– – ﹤0.01% 340
2023
Q2 		$22.6K Sell
66
-1,011
-94% -$306K 0.01% 355
2023
Q1 		$275K Buy
1,077
+994
+1,198% +$245K 0.07% 130
2022
Q4 		$22K Sell
83
-905
-92% -$221K 0.01% 344
2022
Q3 		$185K Buy
988
+89
+10% +$19.1K 0.05% 140
2022
Q2 		$180K Sell
899
-52
-5% -$12.2K 0.05% 140
2022
Q1 		$287K Buy
951
+815
+599% +$238K 0.07% 114
2021
Q4 		$49K Buy
136
+13
+11% +$4.47K 0.01% 265
2021
Q3 		$41K Buy
123
+6
+5% +$2.02K 0.01% 275
2021
Q2 		$36K Buy
117
+9
+8% +$2.52K 0.01% 277
2021
Q1 		$27K Sell
108
-27
-20% -$6.79K 0.01% 316
2020
Q4 		$37K Buy
135
+78
+137% +$19.4K 0.01% 275
2020
Q3 		$14K Sell
57
-411
-88% -$92.3K ﹤0.01% 391
2020
Q2 		$89K Buy
468
+414
+767% +$74.2K 0.03% 165
2020
Q1 		$9K Buy
+54
New +$9.89K ﹤0.01% 399
2019
Q1 		– Sell
-99
Closed -$16K – 814
2018
Q4 		$16K Buy
+99
New +$16.8K 0.01% 354

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

Prestige Wealth Management Group's ISRG Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Intuitive Surgical (ISRG) stake by 0.27% in Q1 2026, selling an estimated $1.52K and leaving 1,129 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #99.

Prestige Wealth Management Group first reported a position in ISRG in Q4 2018 and has held it in 26 quarters since. The position peaked at $641K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Prestige Wealth Management Group held 1,129 shares of Intuitive Surgical worth $520K as of Q1 2026.
  • Prestige Wealth Management Group sold 3 Intuitive Surgical shares in Q1 2026, an estimated $1.52K.
  • Intuitive Surgical made up 0.1% of Prestige Wealth Management Group's portfolio in Q1 2026, its #99 holding.
  • Prestige Wealth Management Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 26 quarters since.
  • Prestige Wealth Management Group's Intuitive Surgical position peaked at $641K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.