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Roberts Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Roberts 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 		$4.1M Buy
8,895
+481
+6% +$243K 1.04% 30
2025
Q4 		$4.77M Buy
8,414
+262
+3% +$139K 1.24% 24
2025
Q3 		$3.65M Buy
+8,152
New +$3.91M 0.97% 37

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

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

Roberts Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 5.7% in Q1 2026, buying an estimated $243K and bringing the position to 8,895 shares worth $4.1M. The position accounts for 1.04% of the portfolio, ranked #30.

Roberts Wealth Advisors first reported a position in ISRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.77M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Roberts Wealth Advisors held 8,895 shares of Intuitive Surgical worth $4.1M as of Q1 2026.
  • Roberts Wealth Advisors bought 481 Intuitive Surgical shares in Q1 2026, an estimated $243K.
  • Intuitive Surgical made up 1.04% of Roberts Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Roberts Wealth Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 3 quarters since.
  • Roberts Wealth Advisors's Intuitive Surgical position peaked at $4.77M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.