Sendero Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sendero Wealth Management’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	$990K	Sell	2,148 -41	-2%	-$20.7K	0.11%	106
2025 Q4	$1.24M	Buy	2,189 +46	+2%	+$24.5K	0.14%	89
2025 Q3	$958K	Sell	2,143 -5	-0.2%	-$2.4K	0.11%	103
2025 Q2	$1.17M	Buy	2,148 +13	+0.6%	+$6.8K	0.15%	86
2025 Q1	$1.06M	Sell	2,135 -1,210	-36%	-$669K	0.15%	85
2024 Q4	$1.75M	Hold	3,345	–	–	0.26%	63
2024 Q3	$1.64M	Hold	3,345	–	–	0.26%	56
2024 Q2	$1.49M	Hold	3,345	–	–	0.25%	57
2024 Q1	$1.33M	Hold	3,345	–	–	0.23%	67
2023 Q4	$1.13M	Hold	3,345	–	–	0.21%	74
2023 Q3	$978K	Hold	3,345	–	–	0.21%	76
2023 Q2	$1.14M	Buy	+3,345	New	+$1.01M	0.25%	73

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

Sendero Wealth Management's ISRG Position: Q1 2026 in Review

Sendero Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q1 2026, selling an estimated $20.7K and leaving 2,148 shares worth $990K. The position accounts for 0.11% of the portfolio, ranked #106.

Sendero Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sendero Wealth Management held 2,148 shares of Intuitive Surgical worth $990K as of Q1 2026.
Sendero Wealth Management sold 41 Intuitive Surgical shares in Q1 2026, an estimated $20.7K.
Intuitive Surgical made up 0.11% of Sendero Wealth Management's portfolio in Q1 2026, its #106 holding.
Sendero Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Intuitive Surgical position peaked at $1.75M in Q4 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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