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Transcend Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Transcend Capital Advisors’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 		$1.04M Buy
2,253
+297
+15% +$150K 0.08% 227
2025
Q4 		$1.11M Sell
1,956
-853
-30% -$454K 0.09% 213
2025
Q3 		$1.26M Buy
2,809
+145
+5% +$69.6K 0.09% 210
2025
Q2 		$1.45M Sell
2,664
-32
-1% -$16.7K 0.11% 171
2025
Q1 		$1.34M Buy
2,696
+61
+2% +$33.7K 0.1% 212
2024
Q4 		$1.38M Sell
2,635
-21
-0.8% -$10.9K 0.1% 198
2024
Q3 		$1.31M Sell
2,656
-659
-20% -$307K 0.09% 224
2024
Q2 		$1.47M Buy
3,315
+2,201
+198% +$877K 0.11% 199
2024
Q1 		$445K Buy
1,114
+117
+12% +$44.2K 0.04% 347
2023
Q4 		$336K Sell
997
-85
-8% -$25.3K 0.03% 365
2023
Q3 		$316K Buy
1,082
+79
+8% +$24.7K 0.03% 364
2023
Q2 		$343K Sell
1,003
-122
-11% -$36.9K 0.03% 349
2023
Q1 		$287K Buy
1,125
+42
+4% +$10.3K 0.03% 370
2022
Q4 		$287K Buy
+1,083
New +$264K 0.03% 370
2022
Q2 		– Sell
-880
Closed -$265K – 523
2022
Q1 		$265K Buy
880
+41
+5% +$12K 0.02% 416
2021
Q4 		$301K Sell
839
-1,579
-65% -$543K 0.03% 387
2021
Q3 		$281K Buy
+2,418
New +$812K 0.03% 389

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

Transcend Capital Advisors's ISRG Position: Q1 2026 in Review

Transcend Capital Advisors increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $150K and bringing the position to 2,253 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #227.

Transcend Capital Advisors first reported a position in ISRG in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.47M in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Transcend Capital Advisors held 2,253 shares of Intuitive Surgical worth $1.04M as of Q1 2026.
  • Transcend Capital Advisors bought 297 Intuitive Surgical shares in Q1 2026, an estimated $150K.
  • Intuitive Surgical made up 0.08% of Transcend Capital Advisors's portfolio in Q1 2026, its #227 holding.
  • Transcend Capital Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 17 quarters since.
  • Transcend Capital Advisors's Intuitive Surgical position peaked at $1.47M in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.