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SmartHarvest Portfolios’s Intuitive Surgical ISRG Stock Holding History

SmartHarvest Portfolios’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 		$537K Sell
1,164
-263
-18% -$133K 0.22% 94
2025
Q4 		$808K Buy
+1,427
New +$760K 0.28% 67

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

SmartHarvest Portfolios's ISRG Position: Q1 2026 in Review

SmartHarvest Portfolios reduced its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, selling an estimated $133K and leaving 1,164 shares worth $537K. The position accounts for 0.22% of the portfolio, ranked #94.

SmartHarvest Portfolios first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $808K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • SmartHarvest Portfolios held 1,164 shares of Intuitive Surgical worth $537K as of Q1 2026.
  • SmartHarvest Portfolios sold 263 Intuitive Surgical shares in Q1 2026, an estimated $133K.
  • Intuitive Surgical made up 0.22% of SmartHarvest Portfolios's portfolio in Q1 2026, its #94 holding.
  • SmartHarvest Portfolios first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's Intuitive Surgical position peaked at $808K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on SmartHarvest Portfolios's 13F filing for Q1 2026, filed 21 Apr 2026.