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Tower View Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tower View Wealth 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 		$2.61M Sell
5,672
-201
-3% -$102K 1.34% 29
2025
Q4 		$3.33M Buy
5,873
+57
+1% +$30.3K 1.64% 21
2025
Q3 		$2.6M Buy
5,816
+192
+3% +$92.1K 1.35% 30
2025
Q2 		$3.06M Sell
5,624
-4
-0.1% -$2.09K 1.58% 29
2025
Q1 		$2.79M Sell
5,628
-80
-1% -$44.2K 1.62% 29
2024
Q4 		$2.98M Sell
5,708
-1
-0% -$521 1.57% 31
2024
Q3 		$2.8M Sell
5,709
-39
-0.7% -$18.2K 1.54% 31
2024
Q2 		$2.56M Sell
5,748
-7
-0.1% -$2.79K 1.47% 31
2024
Q1 		$2.3M Sell
5,755
-447
-7% -$169K 1.34% 33
2023
Q4 		$2.09M Buy
6,202
+4
+0.1% +$1.19K 1.3% 34
2023
Q3 		$1.81M Buy
6,198
+20
+0.3% +$6.25K 1.27% 34
2023
Q2 		$2.11M Sell
6,178
-380
-6% -$115K 1.43% 34
2023
Q1 		$1.68M Sell
6,558
-85
-1% -$20.9K 1.13% 39
2022
Q4 		$1.76M Sell
6,643
-39
-0.6% -$9.51K 1.23% 38
2022
Q3 		$1.25M Buy
6,682
+35
+0.5% +$7.52K 0.95% 42
2022
Q2 		$1.33M Buy
6,647
+6,617
+22,057% +$1.55M 0.98% 39
2022
Q1 		$9K Hold
30
– – ﹤0.01% 152
2021
Q4 		$11K Hold
30
– – 0.01% 150
2021
Q3 		$10K Hold
30
– – 0.01% 179
2021
Q2 		$9K Hold
30
– – ﹤0.01% 138
2021
Q1 		$7K Hold
30
– – ﹤0.01% 148
2020
Q4 		$8K Buy
+30
New +$7.45K ﹤0.01% 140
2020
Q2 		– Sell
-9,663
Closed -$1.59M – 154
2020
Q1 		$1.59M Buy
9,663
+399
+4% +$73.1K 1.44% 32
2019
Q4 		$1.82M Sell
9,264
-18
-0.2% -$3.37K 1.38% 34
2019
Q3 		$1.67M Buy
9,282
+219
+2% +$37.9K 1.38% 32
2019
Q2 		$1.58M Buy
9,063
+3,132
+53% +$537K 1.35% 34
2019
Q1 		$1.13M Buy
5,931
+171
+3% +$30.4K 1% 40
2018
Q4 		$920K Buy
+5,760
New +$976K 0.95% 43

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

Tower View Wealth Management's ISRG Position: Q1 2026 in Review

Tower View Wealth Management reduced its Intuitive Surgical (ISRG) stake by 3.4% in Q1 2026, selling an estimated $102K and leaving 5,672 shares worth $2.61M. The position accounts for 1.34% of the portfolio, ranked #29.

Tower View Wealth Management first reported a position in ISRG in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.33M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tower View Wealth Management held 5,672 shares of Intuitive Surgical worth $2.61M as of Q1 2026.
  • Tower View Wealth Management sold 201 Intuitive Surgical shares in Q1 2026, an estimated $102K.
  • Intuitive Surgical made up 1.34% of Tower View Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Tower View Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 28 quarters since.
  • Tower View Wealth Management's Intuitive Surgical position peaked at $3.33M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.