TWM
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Trueblood Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Trueblood 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 		$652K Buy
1,415
+61
+5% +$30.9K 0.26% 123
2025
Q4 		$767K Buy
1,354
+75
+6% +$39.9K 0.3% 110
2025
Q3 		$572K Hold
1,279
– – 0.22% 132
2025
Q2 		$695K Hold
1,279
– – 0.29% 114
2025
Q1 		$633K Buy
1,279
+147
+13% +$81.3K 0.29% 116
2024
Q4 		$591K Hold
1,132
– – 0.29% 117
2024
Q3 		$556K Buy
1,132
+53
+5% +$24.7K 0.28% 117
2024
Q2 		$480K Hold
1,079
– – 0.27% 111
2024
Q1 		$431K Buy
1,079
+73
+7% +$27.6K 0.25% 117
2023
Q4 		$339K Buy
+1,006
New +$300K 0.21% 134

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

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

Trueblood Wealth Management increased its Intuitive Surgical (ISRG) stake by 4.5% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,415 shares worth $652K. The position accounts for 0.26% of the portfolio, ranked #123.

Trueblood Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $767K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Trueblood Wealth Management held 1,415 shares of Intuitive Surgical worth $652K as of Q1 2026.
  • Trueblood Wealth Management bought 61 Intuitive Surgical shares in Q1 2026, an estimated $30.9K.
  • Intuitive Surgical made up 0.26% of Trueblood Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Trueblood Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Trueblood Wealth Management's Intuitive Surgical position peaked at $767K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.