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Rench Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Rench 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 		$7.11M Sell
15,432
-22
-0.1% -$11.1K 2.14% 17
2025
Q4 		$8.75M Buy
15,454
+168
+1% +$89.4K 2.51% 11
2025
Q3 		$6.84M Buy
15,286
+318
+2% +$153K 2.01% 19
2025
Q2 		$8.13M Buy
14,968
+191
+1% +$99.9K 2.57% 11
2025
Q1 		$7.32M Buy
14,777
+231
+2% +$128K 2.53% 12
2024
Q4 		$7.59M Buy
14,546
+650
+5% +$339K 2.59% 12
2024
Q3 		$6.83M Buy
13,896
+887
+7% +$413K 2.34% 14
2024
Q2 		$5.79M Buy
13,009
+930
+8% +$370K 2.08% 17
2024
Q1 		$4.82M Buy
+12,079
New +$4.56M 1.85% 24

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

Rench Wealth Management's ISRG Position: Q1 2026 in Review

Rench Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.14% in Q1 2026, selling an estimated $11.1K and leaving 15,432 shares worth $7.11M. The position accounts for 2.14% of the portfolio, ranked #17.

Rench Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.75M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Rench Wealth Management held 15,432 shares of Intuitive Surgical worth $7.11M as of Q1 2026.
  • Rench Wealth Management sold 22 Intuitive Surgical shares in Q1 2026, an estimated $11.1K.
  • Intuitive Surgical made up 2.14% of Rench Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Rench Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Rench Wealth Management's Intuitive Surgical position peaked at $8.75M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.