Strategic Financial Concepts’s Intuitive Surgical ISRG Stock Holding History

Strategic Financial Concepts’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	$264K	Buy	+572	New	+$289K	0.07%	237
2025 Q4	–	Sell	-549	Closed	-$246K	–	201
2025 Q3	$246K	Sell	549 -14	-2%	-$6.72K	0.04%	227
2025 Q2	$306K	Sell	563 -53	-9%	-$27.7K	0.04%	196
2025 Q1	$305K	Hold	616	–	–	0.06%	235
2024 Q4	$322K	Buy	616 +1	+0.2%	+$521	0.06%	231
2024 Q3	$302K	Sell	615 -265,506	-100%	-$124M	0.1%	170
2024 Q2	$8.18K	Buy	266,121 +265,461	+40,221%	+$106M	﹤0.01%	430
2024 Q1	$263K	Buy	+660	New	+$249K	0.06%	249
2023 Q3	–	Sell	-861	Closed	-$294K	–	275
2023 Q2	$294K	Buy	861 +4	+0.5%	+$1.21K	0.11%	174
2023 Q1	$219K	Buy	+857	New	+$211K	0.09%	203

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

Strategic Financial Concepts's ISRG Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 572 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #237 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in ISRG as recently as Q3 2025.

Strategic Financial Concepts first reported a position in ISRG in Q1 2023 and has held it in 10 quarters since. The position peaked at $322K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Strategic Financial Concepts held 572 shares of Intuitive Surgical worth $264K as of Q1 2026.
Intuitive Surgical was a new Strategic Financial Concepts position in Q1 2026.
Intuitive Surgical made up 0.07% of Strategic Financial Concepts's portfolio in Q1 2026, its #237 holding.
Strategic Financial Concepts first reported a position in Intuitive Surgical in Q1 2023 and has held it in 10 quarters since.
Strategic Financial Concepts's Intuitive Surgical position peaked at $322K in Q4 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.