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Private Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Private Advisory 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 		– Sell
-385
Closed -$218K – 308
2025
Q4 		$218K Buy
+385
New +$205K 0.02% 237
2025
Q3 		– Sell
-622
Closed -$338K – 232
2025
Q2 		$338K Sell
622
-170
-21% -$88.9K 0.03% 171
2025
Q1 		$392K Sell
792
-27
-3% -$14.9K 0.04% 152
2024
Q4 		$427K Buy
819
+9
+1% +$4.69K 0.05% 152
2024
Q3 		$398K Buy
+810
New +$377K 0.05% 156

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

Private Advisory Group's ISRG Position: Q1 2026 in Review

Private Advisory Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 385 shares — an estimated $218K sold.

Private Advisory Group first reported a position in ISRG in Q3 2024 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Private Advisory Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 385 Intuitive Surgical shares in Q1 2026, an estimated $218K.
  • Private Advisory Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 5 quarters.
  • Private Advisory Group's Intuitive Surgical position peaked at $427K in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.