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Sylvest Advisors’s Intuitive Surgical ISRG Stock Holding History

Sylvest 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 		$470K Hold
1,019
– – 0.25% 55
2025
Q4 		$577K Hold
1,019
– – 0.31% 43
2025
Q3 		$456K Sell
1,019
-200
-16% -$96K 0.24% 60
2025
Q2 		$662K Sell
1,219
-510
-29% -$267K 0.38% 35
2025
Q1 		$856K Sell
1,729
-1,246
-42% -$689K 0.54% 29
2024
Q4 		$1.55M Buy
+2,975
New +$1.55M 0.95% 15

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

Sylvest Advisors's ISRG Position: Q1 2026 in Review

Sylvest Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 1,019 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #55.

Sylvest Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sylvest Advisors held 1,019 shares of Intuitive Surgical worth $470K as of Q1 2026.
  • Sylvest Advisors left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.25% of Sylvest Advisors's portfolio in Q1 2026, its #55 holding.
  • Sylvest Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Sylvest Advisors's Intuitive Surgical position peaked at $1.55M in Q4 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.