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SHP Wealth Management’s Intuitive Surgical ISRG Stock Holding History

SHP 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 		$416K Sell
902
-168
-16% -$85K 0.03% 173
2025
Q4 		$606K Buy
+1,070
New +$570K 0.05% 127

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Intuitive Surgical (ISRG) stake by 16% in Q1 2026, selling an estimated $85K and leaving 902 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #173.

SHP Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $606K in Q4 2025. 2,310 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • SHP Wealth Management held 902 shares of Intuitive Surgical worth $416K as of Q1 2026.
  • SHP Wealth Management sold 168 Intuitive Surgical shares in Q1 2026, an estimated $85K.
  • Intuitive Surgical made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #173 holding.
  • SHP Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Intuitive Surgical position peaked at $606K in Q4 2025.
  • 2,310 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.