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Strait & Sound Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Strait & Sound 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 		– Sell
-395
Closed -$224K – 177
2025
Q4 		$224K Sell
395
-59
-13% -$31.4K 0.08% 135
2025
Q3 		$203K Sell
454
-376
-45% -$180K 0.08% 143
2025
Q2 		$451K Sell
830
-127
-13% -$66.4K 0.19% 94
2025
Q1 		$474K Buy
957
+61
+7% +$33.7K 0.22% 84
2024
Q4 		$468K Buy
896
+23
+3% +$12K 0.22% 85
2024
Q3 		$429K Sell
873
-83
-9% -$38.6K 0.21% 85
2024
Q2 		$425K Buy
+956
New +$381K 0.22% 79

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strait & Sound Wealth Management's ISRG Position: Q1 2026 in Review

Strait & Sound Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 395 shares — an estimated $224K sold.

Strait & Sound Wealth Management first reported a position in ISRG in Q2 2024 and held it in 7 quarters. The position peaked at $474K in Q1 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Strait & Sound Wealth Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 395 Intuitive Surgical shares in Q1 2026, an estimated $224K.
  • Strait & Sound Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and held it in 7 quarters.
  • Strait & Sound Wealth Management's Intuitive Surgical position peaked at $474K in Q1 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.