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PUREfi Wealth’s Intuitive Surgical ISRG Stock Holding History

PUREfi Wealth’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 		$355K Buy
770
+236
+44% +$119K 0.23% 121
2025
Q4 		$302K Buy
534
+30
+6% +$16K 0.23% 119
2025
Q3 		$225K Buy
504
+6
+1% +$2.88K 0.17% 155
2025
Q2 		$271K Buy
498
+36
+8% +$18.8K 0.22% 123
2025
Q1 		$229K Buy
+462
New +$255K 0.23% 118

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

PUREfi Wealth's ISRG Position: Q1 2026 in Review

PUREfi Wealth increased its Intuitive Surgical (ISRG) stake by 44% in Q1 2026, buying an estimated $119K and bringing the position to 770 shares worth $355K. The position accounts for 0.23% of the portfolio, ranked #121.

PUREfi Wealth first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • PUREfi Wealth held 770 shares of Intuitive Surgical worth $355K as of Q1 2026.
  • PUREfi Wealth bought 236 Intuitive Surgical shares in Q1 2026, an estimated $119K.
  • Intuitive Surgical made up 0.23% of PUREfi Wealth's portfolio in Q1 2026, its #121 holding.
  • PUREfi Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.