Turtle Creek Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Turtle Creek Wealth 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	$4.6M	Buy	9,988 +639	+7%	+$323K	0.35%	71
2025 Q4	$5.29M	Buy	9,349 +1,975	+27%	+$1.05M	0.42%	64
2025 Q3	$3.3M	Buy	7,374 +2,731	+59%	+$1.31M	0.29%	81
2025 Q2	$2.52M	Buy	4,643 +526	+13%	+$275K	0.3%	77
2025 Q1	$2.04M	Buy	+4,117	New	+$2.28M	0.3%	79
2024 Q4	–	Sell	-1,409	Closed	-$692K	–	114
2024 Q3	$692K	Buy	1,409 +55	+4%	+$25.6K	0.14%	84
2024 Q2	$602K	Buy	1,354 +118	+10%	+$47K	0.14%	84
2024 Q1	$493K	Buy	1,236 +12	+1%	+$4.53K	0.12%	92
2023 Q4	$413K	Buy	+1,224	New	+$365K	0.12%	102

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Turtle Creek Wealth Advisors's ISRG Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 6.8% in Q1 2026, buying an estimated $323K and bringing the position to 9,988 shares worth $4.6M. The position accounts for 0.35% of the portfolio, ranked #71.

Turtle Creek Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.29M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Turtle Creek Wealth Advisors held 9,988 shares of Intuitive Surgical worth $4.6M as of Q1 2026.
Turtle Creek Wealth Advisors bought 639 Intuitive Surgical shares in Q1 2026, an estimated $323K.
Intuitive Surgical made up 0.35% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Turtle Creek Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Intuitive Surgical position peaked at $5.29M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.