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

Private 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	$6.92K	Hold	15	–	–	﹤0.01%	650
2025 Q4	$8.5K	Hold	15	–	–	﹤0.01%	564
2025 Q3	$6.71K	Hold	15	–	–	﹤0.01%	675
2025 Q2	$8.15K	Hold	15	–	–	﹤0.01%	562
2025 Q1	$7.43K	Hold	15	–	–	﹤0.01%	580
2024 Q4	$7.83K	Hold	15	–	–	﹤0.01%	567
2024 Q3	$7.37K	Hold	15	–	–	﹤0.01%	575
2024 Q2	$6.67K	Hold	15	–	–	﹤0.01%	593
2024 Q1	$5.99K	Buy	15 +6	+67%	+$2.27K	﹤0.01%	567
2023 Q4	$3.04K	Buy	+9	New	+$2.68K	﹤0.01%	798

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 Management Group's ISRG Position: Q1 2026 in Review

Private Wealth Management Group held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 15 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Private Wealth Management Group first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.5K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Private Wealth Management Group held 15 shares of Intuitive Surgical worth $6.92K as of Q1 2026.
Private Wealth Management Group left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #650 holding.
Private Wealth Management Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Intuitive Surgical position peaked at $8.5K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.