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RMR Wealth Builders’s Intuitive Surgical ISRG Stock Holding History

RMR Wealth Builders’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 		$1.55M Sell
3,358
-4,751
-59% -$2.4M 0.12% 93
2025
Q4 		$4.59M Buy
8,109
+732
+10% +$390K 0.37% 42
2025
Q3 		$3.3M Buy
7,377
+1,161
+19% +$557K 0.28% 48
2025
Q2 		$3.38M Buy
6,216
+387
+7% +$202K 0.31% 43
2025
Q1 		$2.89M Buy
5,829
+130
+2% +$71.9K 0.3% 43
2024
Q4 		$2.97M Buy
5,699
+236
+4% +$123K 0.31% 42
2024
Q3 		$2.68M Sell
5,463
-236
-4% -$110K 0.28% 43
2024
Q2 		$2.54M Buy
5,699
+585
+11% +$233K 0.29% 45
2024
Q1 		$2.04M Buy
5,114
+622
+14% +$235K 0.25% 52
2023
Q4 		$1.52M Buy
4,492
+416
+10% +$124K 0.21% 57
2023
Q3 		$1.19M Buy
4,076
+1,628
+67% +$508K 0.19% 62
2023
Q2 		$837K Sell
2,448
-1,754
-42% -$531K 0.14% 73
2023
Q1 		$1.07M Buy
4,202
+23
+0.6% +$5.67K 0.2% 55
2022
Q4 		$1.11M Buy
4,179
+92
+2% +$22.4K 0.25% 45
2022
Q3 		$766K Sell
4,087
-1,281
-24% -$275K 0.19% 63
2022
Q2 		$1.08M Sell
5,368
-45
-0.8% -$10.6K 0.27% 54
2022
Q1 		$1.63M Buy
5,413
+4,530
+513% +$1.32M 0.35% 48
2021
Q4 		$317K Sell
883
-4,355
-83% -$1.5M 0.09% 89
2021
Q3 		$1.74M Sell
5,238
-24
-0.5% -$8.06K 0.51% 29
2021
Q2 		$1.61M Sell
5,262
-144
-3% -$40.4K 0.53% 31
2021
Q1 		$1.33M Buy
5,406
+603
+13% +$152K 0.35% 44
2020
Q4 		$1.31M Sell
4,803
-804
-14% -$200K 0.64% 34
2020
Q3 		$1.33M Buy
5,607
+996
+22% +$224K 0.34% 49
2020
Q2 		$876K Buy
+4,611
New +$827K 0.78% 30
2019
Q4 		$909K Buy
+4,611
New +$863K 0.88% 28

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

RMR Wealth Builders's ISRG Position: Q1 2026 in Review

RMR Wealth Builders reduced its Intuitive Surgical (ISRG) stake by 59% in Q1 2026, selling an estimated $2.4M and leaving 3,358 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #93.

RMR Wealth Builders first reported a position in ISRG in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.59M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • RMR Wealth Builders held 3,358 shares of Intuitive Surgical worth $1.55M as of Q1 2026.
  • RMR Wealth Builders sold 4,751 Intuitive Surgical shares in Q1 2026, an estimated $2.4M.
  • Intuitive Surgical made up 0.12% of RMR Wealth Builders's portfolio in Q1 2026, its #93 holding.
  • RMR Wealth Builders first reported a position in Intuitive Surgical in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Intuitive Surgical position peaked at $4.59M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.