ProVise Management Group’s Intuitive Surgical ISRG Stock Holding History

ProVise 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	$370K	Buy	802 +1	+0.1%	+$506	0.03%	194
2025 Q4	$454K	Hold	801	–	–	0.03%	180
2025 Q3	$358K	Hold	801	–	–	0.03%	200
2025 Q2	$435K	Hold	801	–	–	0.03%	180
2025 Q1	$397K	Hold	801	–	–	0.03%	176
2024 Q4	$418K	Hold	801	–	–	0.04%	175
2024 Q3	$394K	Hold	801	–	–	0.03%	220
2024 Q2	$356K	Hold	801	–	–	0.03%	222
2024 Q1	$320K	Hold	801	–	–	0.03%	238
2023 Q4	$270K	Hold	801	–	–	0.02%	293
2023 Q3	$234K	Hold	801	–	–	0.02%	297
2023 Q2	$274K	Hold	801	–	–	0.02%	292
2023 Q1	$205K	Sell	801 -6	-0.7%	-$1.48K	0.02%	324
2022 Q4	$214K	Buy	+807	New	+$197K	0.02%	295
2022 Q2	–	Sell	-861	Closed	-$260K	–	346
2022 Q1	$260K	Hold	861	–	–	0.02%	312
2021 Q4	$309K	Hold	861	–	–	0.03%	299
2021 Q3	$285K	Buy	861 +60	+7%	+$20.1K	0.03%	298
2021 Q2	$246K	Buy	+801	New	+$225K	0.03%	330
2021 Q1	–	Sell	-801	Closed	-$218K	–	359
2020 Q4	$218K	Buy	+801	New	+$199K	0.03%	310

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

ProVise Management Group's ISRG Position: Q1 2026 in Review

ProVise Management Group increased its Intuitive Surgical (ISRG) stake by 0.12% in Q1 2026, buying an estimated $506 and bringing the position to 802 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #194.

ProVise Management Group first reported a position in ISRG in Q4 2020 and has held it in 19 quarters since. The position peaked at $454K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

ProVise Management Group held 802 shares of Intuitive Surgical worth $370K as of Q1 2026.
ProVise Management Group bought 1 Intuitive Surgical share in Q1 2026, an estimated $506.
Intuitive Surgical made up 0.03% of ProVise Management Group's portfolio in Q1 2026, its #194 holding.
ProVise Management Group first reported a position in Intuitive Surgical in Q4 2020 and has held it in 19 quarters since.
ProVise Management Group's Intuitive Surgical position peaked at $454K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.