Smith & Howard Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Smith & Howard 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	$227K	Sell	493 -47	-9%	-$23.8K	0.05%	80
2025 Q4	$306K	Sell	540 -72	-12%	-$38.3K	0.07%	64
2025 Q3	$274K	Hold	612	–	–	0.06%	64
2025 Q2	$333K	Sell	612 -55	-8%	-$28.8K	0.08%	54
2025 Q1	$330K	Hold	667	–	–	0.09%	54
2024 Q4	$348K	Hold	667	–	–	0.1%	55
2024 Q3	$328K	Hold	667	–	–	0.09%	59
2024 Q2	$297K	Hold	667	–	–	0.09%	64
2024 Q1	$266K	Hold	667	–	–	0.08%	65
2023 Q4	$225K	Buy	+667	New	+$199K	0.08%	67
2023 Q3	–	Sell	-822	Closed	-$281K	–	71
2023 Q2	$281K	Hold	822	–	–	0.1%	59
2023 Q1	$210K	Hold	822	–	–	0.07%	68
2022 Q4	$218K	Buy	+822	New	+$200K	0.08%	65
2022 Q2	–	Sell	-822	Closed	-$248K	–	71
2022 Q1	$248K	Hold	822	–	–	0.1%	57
2021 Q4	$295K	Hold	822	–	–	0.13%	56
2021 Q3	$272K	Hold	822	–	–	0.13%	59
2021 Q2	$252K	Hold	822	–	–	0.12%	54
2021 Q1	$202K	Hold	822	–	–	0.1%	61
2020 Q4	$224K	Sell	822 -408	-33%	-$101K	0.12%	59
2020 Q3	$291K	Hold	1,230	–	–	0.17%	49
2020 Q2	$234K	Hold	1,230	–	–	0.15%	60
2020 Q1	$203K	Sell	1,230 -84	-6%	-$15.4K	0.13%	65
2019 Q4	$259K	Hold	1,314	–	–	0.09%	71
2019 Q3	$236K	Buy	1,314 +84	+7%	+$14.5K	0.09%	64
2019 Q2	$215K	Hold	1,230	–	–	0.09%	59
2019 Q1	$234K	Buy	+1,230	New	+$219K	0.12%	49
2014 Q1	–	Sell	-819	Closed	-$35K	–	124
2013 Q4	$35K	Hold	819	–	–	0.02%	124
2013 Q3	$34K	Hold	819	–	–	0.02%	128
2013 Q2	$46K	Buy	+819	New	+$45.1K	0.03%	99

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

Smith & Howard Wealth Management's ISRG Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q1 2026, selling an estimated $23.8K and leaving 493 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #80.

Smith & Howard Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 29 quarters since. The position peaked at $348K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Smith & Howard Wealth Management held 493 shares of Intuitive Surgical worth $227K as of Q1 2026.
Smith & Howard Wealth Management sold 47 Intuitive Surgical shares in Q1 2026, an estimated $23.8K.
Intuitive Surgical made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #80 holding.
Smith & Howard Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 29 quarters since.
Smith & Howard Wealth Management's Intuitive Surgical position peaked at $348K in Q4 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.