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Tradition Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tradition 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 		$871K Buy
1,890
+28
+2% +$14.2K 0.06% 212
2025
Q4 		$1.05M Sell
1,862
-14
-0.7% -$7.45K 0.08% 185
2025
Q3 		$839K Sell
1,876
-291
-13% -$140K 0.06% 211
2025
Q2 		$1.18M Sell
2,167
-2
-0.1% -$1.05K 0.09% 164
2025
Q1 		$1.07M Buy
2,169
+13
+0.6% +$7.19K 0.09% 166
2024
Q4 		$1.13M Buy
2,156
+853
+65% +$444K 0.1% 157
2024
Q3 		$640K Sell
1,303
-101
-7% -$47K 0.06% 206
2024
Q2 		$625K Sell
1,404
-102
-7% -$40.6K 0.06% 198
2024
Q1 		$601K Sell
1,506
-257
-15% -$97.1K 0.06% 192
2023
Q4 		$595K Buy
1,763
+359
+26% +$107K 0.06% 164
2023
Q3 		$410K Buy
1,404
+198
+16% +$61.8K 0.05% 209
2023
Q2 		$412K Buy
1,206
+146
+14% +$44.2K 0.05% 203
2023
Q1 		$271K Buy
1,060
+9
+0.9% +$2.22K 0.03% 253
2022
Q4 		$279K Buy
1,051
+21
+2% +$5.12K 0.04% 228
2022
Q3 		$193K Buy
1,030
+266
+35% +$57.1K 0.03% 259
2022
Q2 		$153K Sell
764
-25
-3% -$5.87K 0.02% 297
2022
Q1 		$238K Buy
789
+117
+17% +$34.2K 0.03% 275
2021
Q4 		$241K Buy
672
+30
+5% +$10.3K 0.03% 275
2021
Q3 		$213K Buy
642
+30
+5% +$10.1K 0.03% 267
2021
Q2 		$188K Buy
612
+84
+16% +$23.6K 0.03% 295
2021
Q1 		$130K Buy
528
+63
+14% +$15.8K 0.02% 292
2020
Q4 		$127K Buy
+465
New +$115K 0.02% 274

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

Tradition Wealth Management's ISRG Position: Q1 2026 in Review

Tradition Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.5% in Q1 2026, buying an estimated $14.2K and bringing the position to 1,890 shares worth $871K. The position accounts for 0.06% of the portfolio, ranked #212.

Tradition Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tradition Wealth Management held 1,890 shares of Intuitive Surgical worth $871K as of Q1 2026.
  • Tradition Wealth Management bought 28 Intuitive Surgical shares in Q1 2026, an estimated $14.2K.
  • Intuitive Surgical made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Tradition Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Intuitive Surgical position peaked at $1.18M in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.