U.S. Capital Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

U.S. Capital 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	$2.51M	Buy	5,452 +3,354	+160%	+$1.7M	0.06%	292
2025 Q4	$1.19M	Buy	2,098 +41	+2%	+$21.8K	0.03%	448
2025 Q3	$920K	Sell	2,057 -295	-13%	-$142K	0.02%	485
2025 Q2	$1.28M	Buy	2,352 +74	+3%	+$38.7K	0.04%	380
2025 Q1	$1.13M	Buy	2,278 +13	+0.6%	+$7.19K	0.03%	403
2024 Q4	$1.18M	Buy	2,265 +371	+20%	+$193K	0.04%	403
2024 Q3	$930K	Sell	1,894 -108	-5%	-$50.3K	0.03%	360
2024 Q2	$891K	Sell	2,002 -143	-7%	-$57K	0.03%	356
2024 Q1	$856K	Sell	2,145 -430	-17%	-$162K	0.03%	368
2023 Q4	$869K	Sell	2,575 -2,687	-51%	-$801K	0.03%	352
2023 Q3	$1.54M	Sell	5,262 -524	-9%	-$164K	0.07%	248
2023 Q2	$1.98M	Buy	5,786 +3,211	+125%	+$972K	0.09%	211
2023 Q1	$658K	Sell	2,575 -6	-0.2%	-$1.48K	0.03%	386
2022 Q4	$685K	Sell	2,581 -1,605	-38%	-$391K	0.03%	394
2022 Q3	$785K	Sell	4,186 -1,675	-29%	-$360K	0.04%	370
2022 Q2	$1.18M	Buy	5,861 +1,708	+41%	+$401K	0.05%	317
2022 Q1	$1.25M	Buy	4,153 +2,705	+187%	+$790K	0.05%	353
2021 Q4	$520K	Buy	1,448 +131	+10%	+$45.1K	0.02%	502
2021 Q3	$436K	Buy	+1,317	New	+$442K	0.02%	535

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

U.S. Capital Wealth Advisors's ISRG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 160% in Q1 2026, buying an estimated $1.7M and bringing the position to 5,452 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #292.

U.S. Capital Wealth Advisors first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

U.S. Capital Wealth Advisors held 5,452 shares of Intuitive Surgical worth $2.51M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,354 Intuitive Surgical shares in Q1 2026, an estimated $1.7M.
Intuitive Surgical made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #292 holding.
U.S. Capital Wealth Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.