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Stratos Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Stratos 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 		$2.58M Sell
5,591
-7
-0.1% -$3.54K 0.16% 130
2025
Q4 		$3.17M Sell
5,598
-6
-0.1% -$3.19K 0.15% 147
2025
Q3 		$2.51M Sell
5,604
-745
-12% -$358K 0.12% 179
2025
Q2 		$3.45M Buy
6,349
+134
+2% +$70.1K 0.18% 129
2025
Q1 		$3.08M Sell
6,215
-4
-0.1% -$2.21K 0.17% 126
2024
Q4 		$3.25M Buy
6,219
+124
+2% +$64.6K 0.16% 144
2024
Q3 		$2.99M Buy
6,095
+162
+3% +$75.4K 0.14% 162
2024
Q2 		$2.64M Buy
5,933
+147
+3% +$58.5K 0.13% 162
2024
Q1 		$2.31M Sell
5,786
-179
-3% -$67.6K 0.14% 176
2023
Q4 		$2.01M Buy
5,965
+297
+5% +$88.5K 0.12% 222
2023
Q3 		$1.66M Buy
5,668
+392
+7% +$122K 0.11% 228
2023
Q2 		$1.8M Sell
5,276
-97
-2% -$29.3K 0.13% 212
2023
Q1 		$1.37M Buy
5,373
+103
+2% +$25.4K 0.11% 234
2022
Q4 		$1.4M Buy
+5,270
New +$1.28M 0.12% 235

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

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

Stratos Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.13% in Q1 2026, selling an estimated $3.54K and leaving 5,591 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #130.

Stratos Wealth Advisors first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.45M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Stratos Wealth Advisors held 5,591 shares of Intuitive Surgical worth $2.58M as of Q1 2026.
  • Stratos Wealth Advisors sold 7 Intuitive Surgical shares in Q1 2026, an estimated $3.54K.
  • Intuitive Surgical made up 0.16% of Stratos Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • Stratos Wealth Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's Intuitive Surgical position peaked at $3.45M in Q2 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.