Seven Mile Advisory’s Intuitive Surgical ISRG Stock Holding History

Seven Mile Advisory’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	$259K	Sell	562 -96	-15%	-$48.6K	0.19%	125
2025 Q4	$373K	Sell	658 -96	-13%	-$51.1K	0.06%	142
2025 Q3	$337K	Buy	754 +35	+5%	+$16.8K	0.05%	186
2025 Q2	$391K	Buy	719 +24	+3%	+$12.5K	0.23%	84
2025 Q1	$344K	Sell	695 -35	-5%	-$19.4K	0.23%	94
2024 Q4	$381K	Buy	730 +3	+0.4%	+$1.56K	0.24%	79
2024 Q3	$357K	Buy	727 +74	+11%	+$34.5K	0.24%	85
2024 Q2	$290K	Buy	653 +41	+7%	+$16.3K	0.21%	96
2024 Q1	$244K	Buy	612 +8	+1%	+$3.02K	0.19%	119
2023 Q4	$204K	Buy	+604	New	+$180K	0.18%	137

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

Seven Mile Advisory's ISRG Position: Q1 2026 in Review

Seven Mile Advisory reduced its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, selling an estimated $48.6K and leaving 562 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #125.

Seven Mile Advisory first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Seven Mile Advisory held 562 shares of Intuitive Surgical worth $259K as of Q1 2026.
Seven Mile Advisory sold 96 Intuitive Surgical shares in Q1 2026, an estimated $48.6K.
Intuitive Surgical made up 0.19% of Seven Mile Advisory's portfolio in Q1 2026, its #125 holding.
Seven Mile Advisory first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Seven Mile Advisory's Intuitive Surgical position peaked at $391K in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.