River Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

River Wealth 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	$221K	Sell	479 -321	-40%	-$162K	0.03%	197
2025 Q4	$453K	Buy	+800	New	+$426K	0.05%	158
2019 Q1	–	Sell	-51	Closed	-$8K	–	319
2018 Q4	$8K	Sell	51 -9	-15%	-$1.52K	﹤0.01%	433
2018 Q3	$11K	Hold	60	–	–	﹤0.01%	438
2018 Q2	$10K	Buy	+60	New	+$9.15K	﹤0.01%	444
2017 Q2	–	Sell	-10,170	Closed	-$866K	–	159
2017 Q1	$866K	Buy	+10,170	New	+$803K	0.42%	84

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

River Wealth Advisors's ISRG Position: Q1 2026 in Review

River Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 40% in Q1 2026, selling an estimated $162K and leaving 479 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #197.

River Wealth Advisors first reported a position in ISRG in Q1 2017 and has held it in 6 quarters since. The position peaked at $866K in Q1 2017. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

River Wealth Advisors held 479 shares of Intuitive Surgical worth $221K as of Q1 2026.
River Wealth Advisors sold 321 Intuitive Surgical shares in Q1 2026, an estimated $162K.
Intuitive Surgical made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #197 holding.
River Wealth Advisors first reported a position in Intuitive Surgical in Q1 2017 and has held it in 6 quarters since.
River Wealth Advisors's Intuitive Surgical position peaked at $866K in Q1 2017.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.