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Sage Mountain Advisors’s Intuitive Surgical ISRG Stock Holding History

Sage Mountain 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
-2,526
Closed -$1.43M – 431
2025
Q4 		$1.43M Buy
2,526
+272
+12% +$145K 0.08% 130
2025
Q3 		$1.01M Buy
2,254
+16
+0.7% +$7.68K 0.06% 162
2025
Q2 		$1.22M Buy
2,238
+296
+15% +$155K 0.08% 118
2025
Q1 		$962K Buy
1,942
+73
+4% +$40.4K 0.07% 124
2024
Q4 		$976K Buy
1,869
+25
+1% +$13K 0.07% 120
2024
Q3 		$906K Buy
1,844
+89
+5% +$41.4K 0.08% 122
2024
Q2 		$781K Buy
1,755
+387
+28% +$154K 0.07% 117
2024
Q1 		$546K Buy
1,368
+38
+3% +$14.4K 0.06% 146
2023
Q4 		$449K Buy
1,330
+77
+6% +$23K 0.05% 144
2023
Q3 		$366K Buy
1,253
+90
+8% +$28.1K 0.05% 154
2023
Q2 		$398K Sell
1,163
-9
-0.8% -$2.72K 0.06% 141
2023
Q1 		$299K Buy
+1,172
New +$289K 0.05% 169

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

Sage Mountain Advisors's ISRG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 2,526 shares — an estimated $1.43M sold.

Sage Mountain Advisors first reported a position in ISRG in Q1 2023 and held it in 12 quarters. The position peaked at $1.43M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,526 Intuitive Surgical shares in Q1 2026, an estimated $1.43M.
  • Sage Mountain Advisors first reported a position in Intuitive Surgical in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Intuitive Surgical position peaked at $1.43M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.