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Tucker Asset Management’s Intuitive Surgical ISRG Stock Holding History

Tucker Asset 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 		– Sell
-9
Closed -$5.1K – 713
2025
Q4 		$5.1K Buy
+9
New +$4.79K ﹤0.01% 688
2024
Q4 		– Sell
-8
Closed -$4.17K – 1573
2024
Q3 		$3.93K Hold
8
– – ﹤0.01% 989
2024
Q2 		$3.56K Hold
8
– – ﹤0.01% 1171
2024
Q1 		$3.19K Hold
8
– – ﹤0.01% 1209
2023
Q4 		$2.7K Hold
8
– – ﹤0.01% 1062
2023
Q3 		$2.34K Buy
8
+3
+60% +$937 ﹤0.01% 1004
2023
Q2 		$1.71K Sell
5
-1
-17% -$303 ﹤0.01% 888
2023
Q1 		$1.53K Buy
+6
New +$1.48K ﹤0.01% 935

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tucker Asset Management's ISRG Position: Q1 2026 in Review

Tucker Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 9 shares — an estimated $5.1K sold.

Tucker Asset Management first reported a position in ISRG in Q1 2023 and held it in 8 quarters. The position peaked at $5.1K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Tucker Asset Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 9 Intuitive Surgical shares in Q1 2026, an estimated $5.1K.
  • Tucker Asset Management first reported a position in Intuitive Surgical in Q1 2023 and held it in 8 quarters.
  • Tucker Asset Management's Intuitive Surgical position peaked at $5.1K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.