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Synergy Asset Management’s Intuitive Surgical ISRG Stock Holding History

Synergy Asset Management’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 		$4.53M Buy
9,835
+233
+2% +$118K 0.48% 44
2025
Q4 		$5.44M Buy
+9,602
New +$5.11M 0.57% 34
2025
Q1 		– Sell
-30
Closed -$14.7K – 451
2024
Q4 		$14.7K Buy
+30
New +$15.6K ﹤0.01% 407

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

Synergy Asset Management's ISRG Position: Q1 2026 in Review

Synergy Asset Management increased its Intuitive Surgical (ISRG) stake by 2.4% in Q1 2026, buying an estimated $118K and bringing the position to 9,835 shares worth $4.53M. The position accounts for 0.48% of the portfolio, ranked #44.

Synergy Asset Management first reported a position in ISRG in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.44M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Synergy Asset Management held 9,835 shares of Intuitive Surgical worth $4.53M as of Q1 2026.
  • Synergy Asset Management bought 233 Intuitive Surgical shares in Q1 2026, an estimated $118K.
  • Intuitive Surgical made up 0.48% of Synergy Asset Management's portfolio in Q1 2026, its #44 holding.
  • Synergy Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 3 quarters since.
  • Synergy Asset Management's Intuitive Surgical position peaked at $5.44M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.