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USA Financial Formulas’s Intuitive Surgical ISRG Stock Holding History

USA Financial Formulas’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 		$461 Hold
1
– – ﹤0.01% 395
2025
Q4 		$566 Buy
+1
New +$532 ﹤0.01% 357
2025
Q2 		– Sell
-4,476
Closed -$2.22M – 305
2025
Q1 		$2.22M Buy
4,476
+2,128
+91% +$1.18M 0.37% 16
2024
Q4 		$1.23M Sell
2,348
-2,115
-47% -$1.1M 0.19% 37
2024
Q3 		$2.19M Buy
4,463
+2,048
+85% +$953K 0.34% 14
2024
Q2 		$1.07M Buy
2,415
+175
+8% +$69.7K 0.17% 55
2024
Q1 		$894K Buy
2,240
+2,198
+5,233% +$831K 0.14% 78
2023
Q4 		$14.2K Sell
42
-658
-94% -$196K ﹤0.01% 245
2023
Q3 		$205K Buy
+700
New +$219K 0.31% 91
2022
Q1 		– Sell
-5,280
Closed -$1.9M – 422
2021
Q4 		$1.9M Buy
5,280
+5,274
+87,900% +$1.81M 1.63% 8
2021
Q3 		$2K Sell
6
-3,648
-100% -$1.23M ﹤0.01% 321
2021
Q2 		$1.12M Sell
3,654
-195
-5% -$54.7K 0.94% 33
2021
Q1 		$948K Buy
3,849
+648
+20% +$163K 0.77% 66
2020
Q4 		$873K Buy
+3,201
New +$795K 0.69% 60
2019
Q1 		– Sell
-44,100
Closed -$8.44M – 226
2018
Q4 		$8.44M Buy
44,100
+41,310
+1,481% +$7M 2.1% 10
2018
Q3 		$445K Buy
+2,790
New +$495K 0.11% 137
2018
Q1 		– Sell
-59,601
Closed -$7.25M – 354
2017
Q4 		$7.25M Buy
+59,601
New +$7.46M 1.72% 7
2017
Q3 		– Sell
-27,954
Closed -$2.9M – 292
2017
Q2 		$2.9M Buy
+27,954
New +$2.69M 0.7% 64
2016
Q4 		– Sell
-153,261
Closed -$12.3M – 301
2016
Q3 		$12.3M Buy
153,261
+17,217
+13% +$1.32M 3.17% 5
2016
Q2 		$10M Sell
136,044
-72,027
-35% -$5.07M 2.74% 6
2016
Q1 		$13.9M Buy
+208,071
New +$12.9M 4.42% 12
2015
Q2 		– Sell
-71,190
Closed -$4M – 242
2015
Q1 		$4M Buy
71,190
+21,348
+43% +$1.21M 1.3% 21
2014
Q4 		$2.93M Buy
+49,842
New +$2.78M 1.01% 15

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

USA Financial Formulas's ISRG Position: Q1 2026 in Review

USA Financial Formulas held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 1 share worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #395.

USA Financial Formulas first reported a position in ISRG in Q4 2014 and has held it in 23 quarters since. The position peaked at $13.9M in Q1 2016. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • USA Financial Formulas held 1 share of Intuitive Surgical worth $461 as of Q1 2026.
  • USA Financial Formulas left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #395 holding.
  • USA Financial Formulas first reported a position in Intuitive Surgical in Q4 2014 and has held it in 23 quarters since.
  • USA Financial Formulas's Intuitive Surgical position peaked at $13.9M in Q1 2016.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.