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Simplicity Wealth’s Intuitive Surgical ISRG Stock Holding History

Simplicity Wealth’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 		$659K Sell
1,430
-240
-14% -$121K 0.04% 388
2025
Q4 		$946K Buy
1,670
+88
+6% +$46.8K 0.06% 291
2025
Q3 		$707K Sell
1,582
-2,049
-56% -$983K 0.04% 371
2025
Q2 		$1.97M Buy
3,631
+2,242
+161% +$1.17M 0.08% 219
2025
Q1 		$688K Buy
1,389
+724
+109% +$400K 0.05% 294
2024
Q4 		$347K Sell
665
-506
-43% -$264K 0.07% 211
2024
Q3 		$575K Sell
1,171
-26,975
-96% -$12.6M 0.05% 269
2024
Q2 		$12.5M Buy
28,146
+127
+0.5% +$50.6K 0.28% 73
2024
Q1 		$11.2M Buy
+28,019
New +$10.6M 0.27% 75

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

Simplicity Wealth's ISRG Position: Q1 2026 in Review

Simplicity Wealth reduced its Intuitive Surgical (ISRG) stake by 14% in Q1 2026, selling an estimated $121K and leaving 1,430 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #388.

Simplicity Wealth first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q2 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Simplicity Wealth held 1,430 shares of Intuitive Surgical worth $659K as of Q1 2026.
  • Simplicity Wealth sold 240 Intuitive Surgical shares in Q1 2026, an estimated $121K.
  • Intuitive Surgical made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #388 holding.
  • Simplicity Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Intuitive Surgical position peaked at $12.5M in Q2 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.