RWM
ISRG icon

Ritholtz Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Ritholtz 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 		$3.02M Buy
6,558
+344
+6% +$174K 0.05% 273
2025
Q4 		$3.52M Buy
6,214
+538
+9% +$286K 0.06% 217
2025
Q3 		$2.54M Buy
5,676
+43
+0.8% +$20.6K 0.05% 271
2025
Q2 		$3.06M Buy
5,633
+895
+19% +$468K 0.07% 196
2025
Q1 		$2.35M Buy
4,738
+273
+6% +$151K 0.07% 214
2024
Q4 		$2.33M Buy
4,465
+44
+1% +$22.9K 0.07% 197
2024
Q3 		$2.17M Buy
4,421
+546
+14% +$254K 0.07% 212
2024
Q2 		$1.72M Buy
3,875
+148
+4% +$58.9K 0.06% 231
2024
Q1 		$1.49M Buy
3,727
+179
+5% +$67.6K 0.05% 254
2023
Q4 		$1.2M Buy
3,548
+2
+0.1% +$596 0.05% 271
2023
Q3 		$1.04M Buy
3,546
+708
+25% +$221K 0.05% 270
2023
Q2 		$970K Buy
2,838
+318
+13% +$96.2K 0.04% 277
2023
Q1 		$644K Sell
2,520
-106
-4% -$26.1K 0.03% 352
2022
Q4 		$697K Buy
2,626
+870
+50% +$212K 0.04% 298
2022
Q3 		$329K Buy
1,756
+123
+8% +$26.4K 0.02% 520
2022
Q2 		$328K Sell
1,633
-220
-12% -$51.6K 0.02% 400
2022
Q1 		$559K Sell
1,853
-99
-5% -$28.9K 0.04% 284
2021
Q4 		$701K Buy
1,952
+185
+10% +$63.6K 0.04% 235
2021
Q3 		$586K Buy
1,767
+255
+17% +$85.6K 0.04% 241
2021
Q2 		$463K Buy
1,512
+582
+63% +$163K 0.03% 265
2021
Q1 		$229K Sell
930
-108
-10% -$27.2K 0.02% 374
2020
Q4 		$283K Sell
1,038
-498
-32% -$124K 0.03% 272
2020
Q3 		$363K Buy
+1,536
New +$345K 0.04% 178

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

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

Ritholtz Wealth Management increased its Intuitive Surgical (ISRG) stake by 5.5% in Q1 2026, buying an estimated $174K and bringing the position to 6,558 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #273.

Ritholtz Wealth Management first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.52M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ritholtz Wealth Management held 6,558 shares of Intuitive Surgical worth $3.02M as of Q1 2026.
  • Ritholtz Wealth Management bought 344 Intuitive Surgical shares in Q1 2026, an estimated $174K.
  • Intuitive Surgical made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #273 holding.
  • Ritholtz Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Intuitive Surgical position peaked at $3.52M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.