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Rise Advisors’s Intuitive Surgical ISRG Stock Holding History

Rise 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 		– Sell
-390
Closed -$221K – 98
2025
Q4 		$221K Sell
390
-8
-2% -$4.26K 0.08% 92
2025
Q3 		$178K Buy
398
+44
+12% +$21.1K 0.06% 103
2025
Q2 		$192K Sell
354
-24
-6% -$12.5K 0.08% 98
2025
Q1 		$187K Buy
378
+20
+6% +$11.1K 0.08% 91
2024
Q4 		$187K Buy
358
+3
+0.8% +$1.56K 0.09% 92
2024
Q3 		$174K Sell
355
-8
-2% -$3.72K 0.08% 106
2024
Q2 		$161K Sell
363
-2
-0.5% -$797 0.09% 107
2024
Q1 		$146K Buy
365
+182
+99% +$68.8K 0.08% 112
2023
Q4 		$61.7K Buy
183
+179
+4,475% +$53.4K 0.04% 136
2023
Q3 		$1.17K Sell
4
-36
-90% -$11.2K ﹤0.01% 518
2023
Q2 		$13.7K Sell
40
-27
-40% -$8.17K 0.01% 296
2023
Q1 		$17.1K Hold
67
– – 0.01% 276
2022
Q4 		$17.8K Hold
67
– – 0.01% 263
2022
Q3 		$13K Hold
67
– – 0.01% 295
2022
Q2 		$13K Hold
67
– – 0.01% 298
2022
Q1 		$20K Buy
67
+4
+6% +$1.17K 0.02% 243
2021
Q4 		$22.6K Buy
+63
New +$21.7K 0.02% 230

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's ISRG Position: Q1 2026 in Review

Rise Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 390 shares — an estimated $221K sold.

Rise Advisors first reported a position in ISRG in Q4 2021 and held it in 17 quarters. The position peaked at $221K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Rise Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Rise Advisors sold 390 Intuitive Surgical shares in Q1 2026, an estimated $221K.
  • Rise Advisors first reported a position in Intuitive Surgical in Q4 2021 and held it in 17 quarters.
  • Rise Advisors's Intuitive Surgical position peaked at $221K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.