Trajan Wealth’s Intuitive Surgical ISRG Stock Holding History

Trajan Wealth’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	-673	Closed	-$381K	–	155
2025 Q4	$381K	Buy	+673	New	+$358K	0.02%	121

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trajan Wealth's ISRG Position: Q1 2026 in Review

Trajan Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 673 shares — an estimated $381K sold.

Trajan Wealth first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $381K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Trajan Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Trajan Wealth sold 673 Intuitive Surgical shares in Q1 2026, an estimated $381K.
Trajan Wealth first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
Trajan Wealth's Intuitive Surgical position peaked at $381K in Q4 2025.
2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.