United Advisor Group’s Intuitive Surgical ISRG Stock Holding History

United Advisor Group’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	$1.24M	Buy	2,698 +48	+2%	+$24.3K	0.15%	164
2025 Q4	$1.5M	Sell	2,650 -161	-6%	-$85.7K	0.19%	131
2025 Q3	$1.26M	Buy	2,811 +124	+5%	+$59.5K	0.17%	139
2025 Q2	$1.46M	Buy	2,687 +266	+11%	+$139K	0.25%	101
2025 Q1	$1.2M	Buy	2,421 +2	+0.1%	+$1.11K	0.25%	98
2024 Q4	$1.26M	Buy	2,419 +3	+0.1%	+$1.56K	0.25%	96
2024 Q3	$1.19M	Buy	2,416 +84	+4%	+$39.1K	0.27%	92
2024 Q2	$1.04M	Sell	2,332 -142	-6%	-$56.6K	0.32%	77
2024 Q1	$987K	Buy	+2,474	New	+$935K	0.37%	75

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

United Advisor Group's ISRG Position: Q1 2026 in Review

United Advisor Group increased its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 2,698 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #164.

United Advisor Group first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

United Advisor Group held 2,698 shares of Intuitive Surgical worth $1.24M as of Q1 2026.
United Advisor Group bought 48 Intuitive Surgical shares in Q1 2026, an estimated $24.3K.
Intuitive Surgical made up 0.15% of United Advisor Group's portfolio in Q1 2026, its #164 holding.
United Advisor Group first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Intuitive Surgical position peaked at $1.5M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.