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SYM Financial Corp’s Intuitive Surgical ISRG Stock Holding History

SYM Financial Corp’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 		$225K Buy
489
+126
+35% +$63.7K 0.02% 287
2025
Q4 		$206K Buy
+363
New +$193K 0.02% 313
2025
Q3 		– Sell
-2,288
Closed -$1.24M – 440
2025
Q2 		$1.24M Buy
2,288
+27
+1% +$14.1K 0.14% 45
2025
Q1 		$1.12M Buy
+2,261
New +$1.25M 0.14% 46

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

SYM Financial Corp's ISRG Position: Q1 2026 in Review

SYM Financial Corp increased its Intuitive Surgical (ISRG) stake by 35% in Q1 2026, buying an estimated $63.7K and bringing the position to 489 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #287.

SYM Financial Corp first reported a position in ISRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • SYM Financial Corp held 489 shares of Intuitive Surgical worth $225K as of Q1 2026.
  • SYM Financial Corp bought 126 Intuitive Surgical shares in Q1 2026, an estimated $63.7K.
  • Intuitive Surgical made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #287 holding.
  • SYM Financial Corp first reported a position in Intuitive Surgical in Q1 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Intuitive Surgical position peaked at $1.24M in Q2 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.