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Synergy Financial Group’s Intuitive Surgical ISRG Stock Holding History

Synergy Financial Group’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 		– Sell
-403
Closed -$228K – 128
2025
Q4 		$228K Buy
+403
New +$215K 0.16% 105
2023
Q4 		– Sell
-1,014
Closed -$296K – 89
2023
Q3 		$296K Hold
1,014
– – 0.41% 54
2023
Q2 		$347K Hold
1,014
– – 0.47% 47
2023
Q1 		$259K Hold
1,014
– – 0.42% 61
2022
Q4 		$269K Sell
1,014
-135
-12% -$32.9K 0.53% 55
2022
Q3 		$215K Hold
1,149
– – 0.32% 84
2022
Q2 		$231K Hold
1,149
– – 0.36% 72
2022
Q1 		$347K Hold
1,149
– – 0.36% 67
2021
Q4 		$413K Buy
+1,149
New +$395K 0.37% 64

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 Financial Group's ISRG Position: Q1 2026 in Review

Synergy Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 403 shares — an estimated $228K sold.

Synergy Financial Group first reported a position in ISRG in Q4 2021 and held it in 9 quarters. The position peaked at $413K in Q4 2021. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Synergy Financial Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 403 Intuitive Surgical shares in Q1 2026, an estimated $228K.
  • Synergy Financial Group first reported a position in Intuitive Surgical in Q4 2021 and held it in 9 quarters.
  • Synergy Financial Group's Intuitive Surgical position peaked at $413K in Q4 2021.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.