Smith Salley Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Smith Salley 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	$2.92M	Buy	6,337 +254	+4%	+$129K	0.15%	100
2025 Q4	$3.45M	Buy	6,083 +240	+4%	+$128K	0.17%	91
2025 Q3	$2.61M	Buy	5,843 +981	+20%	+$471K	0.13%	106
2025 Q2	$2.64M	Buy	4,862 +444	+10%	+$232K	0.15%	97
2025 Q1	$2.19M	Buy	4,418 +3,663	+485%	+$2.03M	0.14%	98
2024 Q4	$394K	Hold	755	–	–	0.03%	188
2024 Q3	$371K	Buy	755 +13	+2%	+$6.05K	0.02%	195
2024 Q2	$330K	Hold	742	–	–	0.02%	194
2024 Q1	$296K	Sell	742 -2,226	-75%	-$841K	0.02%	199
2023 Q4	$1M	Sell	2,968 -83	-3%	-$24.7K	0.06%	140
2023 Q3	$892K	Buy	3,051 +6	+0.2%	+$1.87K	0.07%	136
2023 Q2	$1.04M	Buy	3,045 +192	+7%	+$58.1K	0.08%	124
2023 Q1	$729K	Sell	2,853 -180	-6%	-$44.3K	0.06%	148
2022 Q4	$805K	Buy	3,033 +121	+4%	+$29.5K	0.07%	139
2022 Q3	$546K	Buy	2,912 +227	+8%	+$48.8K	0.05%	157
2022 Q2	$539K	Sell	2,685 -6	-0.2%	-$1.41K	0.05%	163
2022 Q1	$811K	Sell	2,691 -52	-2%	-$15.2K	0.06%	153
2021 Q4	$985K	Buy	2,743 +25	+0.9%	+$8.6K	0.07%	150
2021 Q3	$901K	Hold	2,718	–	–	0.07%	148
2021 Q2	$834K	Buy	2,718 +18	+0.7%	+$5.05K	0.07%	152
2021 Q1	$665K	Sell	2,700 -1,809	-40%	-$455K	0.06%	153
2020 Q4	$1.23M	Buy	4,509 +3	+0.1%	+$745	0.12%	108
2020 Q3	$1.06M	Buy	4,506 +6	+0.1%	+$1.35K	0.13%	101
2020 Q2	$855K	Sell	4,500 -69	-2%	-$12.4K	0.11%	104
2020 Q1	$754K	Hold	4,569	–	–	0.13%	105
2019 Q4	$900K	Hold	4,569	–	–	0.12%	106
2019 Q3	$822K	Sell	4,569 -585	-11%	-$101K	0.12%	105
2019 Q2	$901K	Sell	5,154 -30	-0.6%	-$5.14K	0.14%	97
2019 Q1	$986K	Sell	5,184 -120	-2%	-$21.3K	0.16%	96
2018 Q4	$847K	Sell	5,304 -69	-1%	-$11.7K	0.16%	97
2018 Q3	$1.03M	Sell	5,373 -15	-0.3%	-$2.66K	0.16%	97
2018 Q2	$859K	Sell	5,388 -120	-2%	-$18.3K	0.15%	99
2018 Q1	$758K	Sell	5,508 -81	-1%	-$11.3K	0.14%	101
2017 Q4	$680K	Sell	5,589 -108	-2%	-$13.5K	0.12%	105
2017 Q3	$662K	Sell	5,697 -198	-3%	-$21.6K	0.13%	104
2017 Q2	$613K	Sell	5,895 -801	-12%	-$77K	0.12%	109
2017 Q1	$570K	Sell	6,696 -513	-7%	-$40.5K	0.12%	109
2016 Q4	$508K	Hold	7,209	–	–	0.11%	110
2016 Q3	$581K	Sell	7,209 -171	-2%	-$13.1K	0.13%	106
2016 Q2	$542K	Sell	7,380 -1,539	-17%	-$108K	0.13%	111
2016 Q1	$596K	Sell	8,919 -2,124	-19%	-$132K	0.15%	106
2015 Q4	$670K	Sell	11,043 -900	-8%	-$50.5K	0.17%	109
2015 Q3	$610K	Sell	11,943 -918	-7%	-$52K	0.16%	109
2015 Q2	$692K	Sell	12,861 -2,160	-14%	-$121K	0.18%	108
2015 Q1	$843K	Sell	15,021 -5,760	-28%	-$326K	0.21%	104
2014 Q4	$1.22M	Sell	20,781 -7,677	-27%	-$428K	0.32%	88
2014 Q3	$1.46M	Sell	28,458 -10,251	-26%	-$509K	0.39%	85
2014 Q2	$1.77M	Buy	+38,709	New	+$1.71M	0.47%	74

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

Smith Salley Wealth Management increased its Intuitive Surgical (ISRG) stake by 4.2% in Q1 2026, buying an estimated $129K and bringing the position to 6,337 shares worth $2.92M. The position accounts for 0.15% of the portfolio, ranked #100.

Smith Salley Wealth Management first reported a position in ISRG in Q2 2014 and has held it in 48 quarters since. The position peaked at $3.45M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Smith Salley Wealth Management held 6,337 shares of Intuitive Surgical worth $2.92M as of Q1 2026.
Smith Salley Wealth Management bought 254 Intuitive Surgical shares in Q1 2026, an estimated $129K.
Intuitive Surgical made up 0.15% of Smith Salley Wealth Management's portfolio in Q1 2026, its #100 holding.
Smith Salley Wealth Management first reported a position in Intuitive Surgical in Q2 2014 and has held it in 48 quarters since.
Smith Salley Wealth Management's Intuitive Surgical position peaked at $3.45M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.