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

Quadrant Private Wealth 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	$401K	Buy	869 +151	+21%	+$76.4K	0.06%	204
2025 Q4	$407K	Buy	+718	New	+$382K	0.07%	189
2025 Q3	–	Sell	-435	Closed	-$236K	–	260
2025 Q2	$236K	Sell	435 -62	-12%	-$32.4K	0.05%	223
2025 Q1	$246K	Sell	497 -7	-1%	-$3.87K	0.06%	199
2024 Q4	$263K	Buy	504 +11	+2%	+$5.73K	0.06%	204
2024 Q3	$242K	Buy	+493	New	+$230K	0.06%	205
2023 Q4	–	Sell	-1,020	Closed	-$298K	–	249
2023 Q3	$298K	Sell	1,020 -80	-7%	-$25K	0.1%	163
2023 Q2	$376K	Buy	1,100 +20	+2%	+$6.05K	0.11%	156
2023 Q1	$276K	Sell	1,080 -1	-0.1%	-$246	0.09%	195
2022 Q4	$287K	Buy	+1,081	New	+$264K	0.1%	182
2022 Q2	$217K	Buy	1,081 +224	+26%	+$52.6K	0.09%	182
2022 Q1	$259K	Buy	+857	New	+$250K	0.1%	172

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

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

Quadrant Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 21% in Q1 2026, buying an estimated $76.4K and bringing the position to 869 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #204.

Quadrant Private Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 12 quarters since. The position peaked at $407K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Quadrant Private Wealth Management held 869 shares of Intuitive Surgical worth $401K as of Q1 2026.
Quadrant Private Wealth Management bought 151 Intuitive Surgical shares in Q1 2026, an estimated $76.4K.
Intuitive Surgical made up 0.06% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #204 holding.
Quadrant Private Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 12 quarters since.
Quadrant Private Wealth Management's Intuitive Surgical position peaked at $407K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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