Values First Advisors’s Intuitive Surgical ISRG Stock Holding History

Values First 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	$314K	Buy	682 +5	+0.7%	+$2.53K	0.16%	131
2025 Q4	$384K	Sell	677 -100	-13%	-$53.2K	0.2%	118
2025 Q3	$348K	Sell	777 -40	-5%	-$19.2K	0.19%	125
2025 Q2	$444K	Sell	817 -13	-2%	-$6.8K	0.24%	113
2025 Q1	$410K	Sell	830 -4	-0.5%	-$2.21K	0.24%	115
2024 Q4	$435K	Buy	834 +16	+2%	+$8.33K	0.24%	107
2024 Q3	$402K	Buy	818 +10	+1%	+$4.66K	0.22%	107
2024 Q2	$360K	Buy	808 +197	+32%	+$78.5K	0.22%	106
2024 Q1	$244K	Sell	611 -900	-60%	-$340K	0.14%	141
2023 Q4	$510K	Buy	1,511 +371	+33%	+$111K	0.31%	101
2023 Q3	$333K	Sell	1,140 -623	-35%	-$195K	0.22%	115
2023 Q2	$603K	Sell	1,763 -70	-4%	-$21.2K	0.36%	85
2023 Q1	$468K	Sell	1,833 -472	-20%	-$116K	0.3%	95
2022 Q4	$612K	Buy	2,305 +268	+13%	+$65.3K	0.43%	66
2022 Q3	$382K	Buy	2,037 +244	+14%	+$52.4K	0.27%	99
2022 Q2	$360K	Buy	1,793 +574	+47%	+$135K	0.26%	105
2022 Q1	$368K	Buy	1,219 +101	+9%	+$29.5K	0.23%	113
2021 Q4	$402K	Buy	1,118 +62	+6%	+$21.3K	0.24%	110
2021 Q3	$350K	Sell	1,056 -138	-12%	-$46.3K	0.23%	117
2021 Q2	$366K	Sell	1,194 -81	-6%	-$22.7K	0.25%	115
2021 Q1	$314K	Buy	1,275 +120	+10%	+$30.2K	0.23%	122
2020 Q4	$315K	Sell	1,155 -3	-0.3%	-$745	0.25%	115
2020 Q3	$274K	Sell	1,158 -21	-2%	-$4.71K	0.25%	117
2020 Q2	$224K	Buy	+1,179	New	+$211K	0.22%	124

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

Values First Advisors's ISRG Position: Q1 2026 in Review

Values First Advisors increased its Intuitive Surgical (ISRG) stake by 0.74% in Q1 2026, buying an estimated $2.53K and bringing the position to 682 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #131.

Values First Advisors first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $612K in Q4 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Values First Advisors held 682 shares of Intuitive Surgical worth $314K as of Q1 2026.
Values First Advisors bought 5 Intuitive Surgical shares in Q1 2026, an estimated $2.53K.
Intuitive Surgical made up 0.16% of Values First Advisors's portfolio in Q1 2026, its #131 holding.
Values First Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
Values First Advisors's Intuitive Surgical position peaked at $612K in Q4 2022.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.