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Savvy Advisors Inc’s Intuitive Surgical ISRG Stock Holding History

Savvy Advisors Inc’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 		$1.44M Buy
3,125
+1,076
+53% +$544K 0.04% 345
2025
Q4 		$1.16M Buy
2,049
+1,140
+125% +$607K 0.04% 337
2025
Q3 		$407K Buy
909
+147
+19% +$70.5K 0.02% 506
2025
Q2 		$414K Buy
762
+216
+40% +$113K 0.03% 400
2025
Q1 		$270K Buy
546
+102
+23% +$56.4K 0.03% 412
2024
Q4 		$232K Sell
444
-560
-56% -$292K 0.03% 393
2024
Q3 		$493K Buy
+1,004
New +$467K 0.1% 183

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

Savvy Advisors Inc's ISRG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Intuitive Surgical (ISRG) stake by 53% in Q1 2026, buying an estimated $544K and bringing the position to 3,125 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #345.

Savvy Advisors Inc first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Savvy Advisors Inc held 3,125 shares of Intuitive Surgical worth $1.44M as of Q1 2026.
  • Savvy Advisors Inc bought 1,076 Intuitive Surgical shares in Q1 2026, an estimated $544K.
  • Intuitive Surgical made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #345 holding.
  • Savvy Advisors Inc first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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