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Strategic Advocates’s Intuitive Surgical ISRG Stock Holding History

Strategic Advocates’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 		$172K Sell
374
-6,742
-95% -$3.41M 0.76% 29
2025
Q4 		$4.07M Buy
7,116
+550
+8% +$293K 1.04% 20
2025
Q3 		$2.94M Sell
6,566
-504
-7% -$242K 0.76% 23
2025
Q2 		$3.84M Buy
7,070
+182
+3% +$95.2K 1.14% 18
2025
Q1 		$3.41M Sell
6,888
-905
-12% -$500K 1.19% 17
2024
Q4 		$4.07M Sell
7,793
-1,337
-15% -$696K 1.37% 17
2024
Q3 		$4.49M Sell
9,130
-883
-9% -$411K 1.61% 13
2024
Q2 		$4.45M Buy
10,013
+184
+2% +$73.3K 1.77% 13
2024
Q1 		$3.92M Buy
9,829
+2,032
+26% +$768K 1.51% 13
2023
Q4 		$2.63M Buy
7,797
+495
+7% +$148K 1.12% 21
2023
Q3 		$2.13M Buy
+7,302
New +$2.28M 1% 19

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

Strategic Advocates's ISRG Position: Q1 2026 in Review

Strategic Advocates reduced its Intuitive Surgical (ISRG) stake by 95% in Q1 2026, selling an estimated $3.41M and leaving 374 shares worth $172K. The position accounts for 0.76% of the portfolio, ranked #29.

Strategic Advocates first reported a position in ISRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.49M in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Strategic Advocates held 374 shares of Intuitive Surgical worth $172K as of Q1 2026.
  • Strategic Advocates sold 6,742 Intuitive Surgical shares in Q1 2026, an estimated $3.41M.
  • Intuitive Surgical made up 0.76% of Strategic Advocates's portfolio in Q1 2026, its #29 holding.
  • Strategic Advocates first reported a position in Intuitive Surgical in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Intuitive Surgical position peaked at $4.49M in Q3 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.