Private Wealth Advisors (California)’s Intuitive Surgical ISRG Stock Holding History

Private Wealth Advisors (California)’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	-411	Closed	-$233K	–	100
2025 Q4	$233K	Buy	+411	New	+$219K	0.07%	85
2025 Q3	–	Sell	-411	Closed	-$223K	–	93
2025 Q2	$223K	Hold	411	–	–	0.08%	81
2025 Q1	$204K	Hold	411	–	–	0.07%	83
2024 Q4	$215K	Buy	+411	New	+$214K	0.08%	85
2023 Q4	–	Sell	-1,086	Closed	-$317K	–	79
2023 Q3	$317K	Hold	1,086	–	–	0.13%	65
2023 Q2	$371K	Hold	1,086	–	–	0.15%	60
2023 Q1	$277K	Hold	1,086	–	–	0.12%	70
2022 Q4	$288K	Hold	1,086	–	–	0.1%	73
2022 Q3	$204K	Hold	1,086	–	–	0.09%	65
2022 Q2	$256K	Hold	1,086	–	–	0.09%	65
2022 Q1	$328K	Hold	1,086	–	–	0.1%	68
2021 Q4	$390K	Sell	1,086 -2,172	-67%	-$747K	0.08%	73
2021 Q3	$358K	Buy	3,258 +2,172	+200%	+$729K	0.09%	88
2021 Q2	$333K	Hold	1,086	–	–	0.1%	72
2021 Q1	$267K	Sell	1,086 -84	-7%	-$21.1K	0.09%	74
2020 Q4	$316K	Hold	1,170	–	–	0.11%	58
2020 Q3	$277K	Hold	1,170	–	–	0.14%	50
2020 Q2	$222K	Buy	+1,170	New	+$210K	0.15%	46
2020 Q1	–	Sell	-1,170	Closed	-$231K	–	67
2019 Q4	$231K	Hold	1,170	–	–	0.13%	72
2019 Q3	$211K	Hold	1,170	–	–	0.14%	59
2019 Q2	$223K	Hold	1,170	–	–	0.15%	55
2019 Q1	$223K	Buy	+1,170	New	+$208K	0.15%	55

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Advisors (California)'s ISRG Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 411 shares — an estimated $233K sold.

Private Wealth Advisors (California) first reported a position in ISRG in Q1 2019 and held it in 22 quarters. The position peaked at $390K in Q4 2021. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Private Wealth Advisors (California) reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 411 Intuitive Surgical shares in Q1 2026, an estimated $233K.
Private Wealth Advisors (California) first reported a position in Intuitive Surgical in Q1 2019 and held it in 22 quarters.
Private Wealth Advisors (California)'s Intuitive Surgical position peaked at $390K in Q4 2021.
2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.