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United Capital Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

United Capital Financial 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 		$36.7M Buy
79,662
+1,806
+2% +$914K 0.23% 85
2025
Q4 		$44.1M Sell
77,856
-1,780
-2% -$948K 0.27% 77
2025
Q3 		$35.6M Sell
79,636
-2,112
-3% -$1.01M 0.26% 81
2025
Q2 		$44.4M Buy
81,748
+2,904
+4% +$1.52M 0.36% 60
2025
Q1 		$39M Sell
78,844
-851
-1% -$471K 0.33% 66
2024
Q4 		$41.6M Sell
79,695
-2,732
-3% -$1.42M 0.35% 63
2024
Q3 		$40.5M Sell
82,427
-443
-0.5% -$206K 0.33% 66
2024
Q2 		$36.9M Sell
82,870
-11,696
-12% -$4.66M 0.32% 63
2024
Q1 		$37.7M Sell
94,566
-1,948
-2% -$736K 0.31% 71
2023
Q4 		$32.6M Sell
96,514
-19,477
-17% -$5.81M 0.27% 83
2023
Q3 		$33.9M Sell
115,991
-3,120
-3% -$974K 0.22% 95
2023
Q2 		$40.7M Sell
119,111
-5,230
-4% -$1.58M 0.22% 88
2023
Q1 		$31.8M Sell
124,341
-11,452
-8% -$2.82M 0.18% 111
2022
Q4 		$36M Sell
135,793
-7,661
-5% -$1.87M 0.2% 104
2022
Q3 		$26.9M Sell
143,454
-29,724
-17% -$6.38M 0.16% 128
2022
Q2 		$34.8M Buy
173,178
+31,622
+22% +$7.42M 0.19% 109
2022
Q1 		$42.7M Buy
141,556
+6,049
+4% +$1.77M 0.21% 96
2021
Q4 		$48.7M Sell
135,507
-2,682
-2% -$923K 0.22% 97
2021
Q3 		$15.3M Sell
138,189
-390
-0.3% -$131K 0.08% 221
2021
Q2 		$42.5M Buy
138,579
+7,275
+6% +$2.04M 0.21% 100
2021
Q1 		$32.3M Buy
131,304
+10,908
+9% +$2.74M 0.18% 122
2020
Q4 		$32.8M Buy
120,396
+7,041
+6% +$1.75M 0.2% 109
2020
Q3 		$26.8M Sell
113,355
-567
-0.5% -$127K 0.18% 136
2020
Q2 		$21.6M Buy
113,922
+4,977
+5% +$892K 0.16% 144
2020
Q1 		$18M Buy
108,945
+4,293
+4% +$786K 0.15% 154
2019
Q4 		$20.6M Sell
104,652
-18,324
-15% -$3.43M 0.13% 188
2019
Q3 		$22.1M Buy
122,976
+3,999
+3% +$692K 0.15% 152
2019
Q2 		$20.8M Buy
118,977
+2,718
+2% +$466K 0.14% 157
2019
Q1 		$22.1M Sell
116,259
-18,465
-14% -$3.28M 0.16% 142
2018
Q4 		$21.5M Buy
134,724
+12,171
+10% +$2.06M 0.17% 125
2018
Q3 		$23.4M Sell
122,553
-438
-0.4% -$77.8K 0.16% 135
2018
Q2 		$19.6M Buy
122,991
+90
+0.1% +$13.7K 0.15% 155
2018
Q1 		$16.9M Buy
122,901
+17,550
+17% +$2.45M 0.13% 181
2017
Q4 		$13M Sell
105,351
-1,893
-2% -$237K 0.1% 245
2017
Q3 		$12.5M Sell
107,244
-1,737
-2% -$189K 0.11% 236
2017
Q2 		$11.3M Sell
108,981
-3,159
-3% -$304K 0.1% 243
2017
Q1 		$9.55M Sell
112,140
-1,476
-1% -$117K 0.09% 273
2016
Q4 		$8.01M Sell
113,616
-1,917
-2% -$141K 0.08% 306
2016
Q3 		$9.3M Sell
115,533
-2,754
-2% -$211K 0.09% 279
2016
Q2 		$8.69M Sell
118,287
-1,134
-0.9% -$79.8K 0.09% 272
2016
Q1 		$7.97M Sell
119,421
-1,629
-1% -$101K 0.09% 251
2015
Q4 		$7.35M Buy
121,050
+468
+0.4% +$26.3K 0.08% 261
2015
Q3 		$6.16M Sell
120,582
-1,026
-0.8% -$58.1K 0.07% 276
2015
Q2 		$6.55M Buy
121,608
+927
+0.8% +$51.9K 0.08% 294
2015
Q1 		$6.65M Sell
120,681
-900
-0.7% -$50.9K 0.08% 290
2014
Q4 		$7.14M Buy
121,581
+46,773
+63% +$2.6M 0.11% 214
2014
Q3 		$3.84M Buy
+74,808
New +$3.71M 0.07% 297
2014
Q2 		– Sell
-62,901
Closed -$3.06M – 871
2014
Q1 		$3.06M Buy
62,901
+3,123
+5% +$147K 0.07% 288
2013
Q4 		$2.55M Buy
59,778
+1,944
+3% +$81.8K 0.09% 210
2013
Q3 		$2.42M Sell
57,834
-432
-0.7% -$19.1K 0.08% 229
2013
Q2 		$3.28M Buy
+58,266
New +$3.21M 0.09% 246

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

United Capital Financial Advisors's ISRG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Intuitive Surgical (ISRG) stake by 2.3% in Q1 2026, buying an estimated $914K and bringing the position to 79,662 shares worth $36.7M. The position accounts for 0.23% of the portfolio, ranked #85.

United Capital Financial Advisors first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $48.7M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • United Capital Financial Advisors held 79,662 shares of Intuitive Surgical worth $36.7M as of Q1 2026.
  • United Capital Financial Advisors bought 1,806 Intuitive Surgical shares in Q1 2026, an estimated $914K.
  • Intuitive Surgical made up 0.23% of United Capital Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • United Capital Financial Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Intuitive Surgical position peaked at $48.7M in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.