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Strategies Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Strategies Wealth Advisors’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 		$262K Sell
569
-8
-1% -$4.05K 0.03% 156
2025
Q4 		$327K Buy
577
+10
+2% +$5.32K 0.03% 135
2025
Q3 		$254K Buy
567
+42
+8% +$20.2K 0.03% 162
2025
Q2 		$285K Sell
525
-197
-27% -$103K 0.03% 144
2025
Q1 		$358K Buy
+722
New +$399K 0.04% 125

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

Strategies Wealth Advisors's ISRG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 1.4% in Q1 2026, selling an estimated $4.05K and leaving 569 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #156.

Strategies Wealth Advisors first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Strategies Wealth Advisors held 569 shares of Intuitive Surgical worth $262K as of Q1 2026.
  • Strategies Wealth Advisors sold 8 Intuitive Surgical shares in Q1 2026, an estimated $4.05K.
  • Intuitive Surgical made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • Strategies Wealth Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Intuitive Surgical position peaked at $358K in Q1 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.