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

Private Wealth Asset 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	$204K	Sell	443 -2	-0.4%	-$1.01K	0.02%	256
2025 Q4	$252K	Hold	445	–	–	0.03%	238
2025 Q3	$199K	Sell	445 -388	-47%	-$186K	0.02%	242
2025 Q2	$453K	Buy	833 +376	+82%	+$197K	0.06%	170
2025 Q1	$226K	Buy	+457	New	+$253K	0.03%	212

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

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

Private Wealth Asset Management reduced its Intuitive Surgical (ISRG) stake by 0.45% in Q1 2026, selling an estimated $1.01K and leaving 443 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #256.

Private Wealth Asset Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $453K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Private Wealth Asset Management held 443 shares of Intuitive Surgical worth $204K as of Q1 2026.
Private Wealth Asset Management sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
Intuitive Surgical made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #256 holding.
Private Wealth Asset Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Intuitive Surgical position peaked at $453K in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.