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Sound View Wealth Advisors Group’s Intuitive Surgical ISRG Stock Holding History

Sound View Wealth Advisors Group’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 		$1.13M Sell
2,457
-166
-6% -$84K 0.08% 175
2025
Q4 		$1.49M Sell
2,623
-23
-0.9% -$12.2K 0.1% 152
2025
Q3 		$1.18M Sell
2,646
-127
-5% -$60.9K 0.08% 180
2025
Q2 		$1.51M Sell
2,773
-123
-4% -$64.3K 0.11% 151
2025
Q1 		$1.43M Buy
2,896
+32
+1% +$17.7K 0.12% 143
2024
Q4 		$1.49M Sell
2,864
-28
-1% -$14.6K 0.12% 142
2024
Q3 		$1.42M Buy
2,892
+92
+3% +$42.8K 0.12% 151
2024
Q2 		$1.25M Sell
2,800
-32
-1% -$12.7K 0.13% 140
2024
Q1 		$1.13M Sell
2,832
-84
-3% -$31.7K 0.12% 150
2023
Q4 		$984K Buy
2,916
+33
+1% +$9.84K 0.11% 158
2023
Q3 		$843K Sell
2,883
-7
-0.2% -$2.19K 0.1% 162
2023
Q2 		$988K Buy
2,890
+25
+0.9% +$7.56K 0.13% 148
2023
Q1 		$732K Sell
2,865
-51
-2% -$12.6K 0.1% 179
2022
Q4 		$984K Buy
2,916
+477
+20% +$116K 0.11% 158
2022
Q3 		$457K Buy
2,439
+36
+1% +$7.73K 0.1% 172
2022
Q2 		$482K Sell
2,403
-82
-3% -$19.2K 0.1% 169
2022
Q1 		$750K Buy
2,485
+43
+2% +$12.6K 0.14% 140
2021
Q4 		$877K Hold
2,442
– – 0.17% 126
2021
Q3 		$809K Sell
2,442
-102
-4% -$34.3K 0.17% 135
2021
Q2 		$780K Hold
2,544
– – 0.16% 129
2021
Q1 		$627K Sell
2,544
-243
-9% -$61.1K 0.15% 138
2020
Q4 		$760K Hold
2,787
– – 0.19% 119
2020
Q3 		$659K Sell
2,787
-33
-1% -$7.41K 0.17% 124
2020
Q2 		$536K Sell
2,820
-306
-10% -$54.9K 0.15% 127
2020
Q1 		$516K Buy
3,126
+36
+1% +$6.59K 0.18% 119
2019
Q4 		$609K Buy
3,090
+45
+1% +$8.43K 0.17% 126
2019
Q3 		$548K Sell
3,045
-60
-2% -$10.4K 0.16% 131
2019
Q2 		$543K Buy
+3,105
New +$532K 0.16% 136

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

Sound View Wealth Advisors Group's ISRG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Intuitive Surgical (ISRG) stake by 6.3% in Q1 2026, selling an estimated $84K and leaving 2,457 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #175.

Sound View Wealth Advisors Group first reported a position in ISRG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.51M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,457 shares of Intuitive Surgical worth $1.13M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 166 Intuitive Surgical shares in Q1 2026, an estimated $84K.
  • Intuitive Surgical made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #175 holding.
  • Sound View Wealth Advisors Group first reported a position in Intuitive Surgical in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Intuitive Surgical position peaked at $1.51M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.