Resurgent Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Resurgent Financial Advisors’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	$441K	Buy	957 +1	+0.1%	+$506	0.16%	152
2025 Q4	$541K	Sell	956 -3	-0.3%	-$1.6K	0.27%	109
2025 Q3	$429K	Sell	959 -1,739	-64%	-$834K	0.21%	136
2025 Q2	$1.47M	Buy	2,698 +468	+21%	+$245K	0.81%	31
2025 Q1	$1.1M	Buy	2,230 +177	+9%	+$97.9K	0.66%	38
2024 Q4	$1.07M	Buy	2,053 +517	+34%	+$269K	0.63%	40
2024 Q3	$755K	Buy	+1,536	New	+$715K	0.44%	67
2024 Q1	–	Sell	-142	Closed	-$47.9K	–	337
2023 Q4	$47.9K	Buy	142 +8	+6%	+$2.38K	0.03%	341
2023 Q3	$39.2K	Sell	134 -10	-7%	-$3.12K	0.03%	362
2023 Q2	$49.2K	Buy	144 +3	+2%	+$908	0.03%	334
2023 Q1	$36K	Sell	141 -131	-48%	-$32.3K	0.02%	389
2022 Q4	$72.2K	Buy	+272	New	+$66.3K	0.04%	363

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

Resurgent Financial Advisors's ISRG Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Intuitive Surgical (ISRG) stake by 0.1% in Q1 2026, buying an estimated $506 and bringing the position to 957 shares worth $441K. The position accounts for 0.16% of the portfolio, ranked #152.

Resurgent Financial Advisors first reported a position in ISRG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Resurgent Financial Advisors held 957 shares of Intuitive Surgical worth $441K as of Q1 2026.
Resurgent Financial Advisors bought 1 Intuitive Surgical share in Q1 2026, an estimated $506.
Intuitive Surgical made up 0.16% of Resurgent Financial Advisors's portfolio in Q1 2026, its #152 holding.
Resurgent Financial Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 12 quarters since.
Resurgent Financial Advisors's Intuitive Surgical position peaked at $1.47M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.