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Visionary Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Visionary 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 		$531K Buy
1,152
+96
+9% +$48.6K 0.02% 388
2025
Q4 		$598K Buy
1,056
+25
+2% +$13.3K 0.03% 351
2025
Q3 		$461K Hold
1,031
– – 0.02% 402
2025
Q2 		$560K Buy
1,031
+86
+9% +$45K 0.03% 339
2025
Q1 		$468K Hold
945
– – 0.03% 359
2024
Q4 		$493K Buy
945
+42
+5% +$21.9K 0.03% 355
2024
Q3 		$444K Sell
903
-166
-16% -$77.3K 0.03% 357
2024
Q2 		$476K Buy
1,069
+60
+6% +$23.9K 0.03% 329
2024
Q1 		$403K Buy
1,009
+108
+12% +$40.8K 0.03% 357
2023
Q4 		$304K Hold
901
– – 0.02% 387
2023
Q3 		$263K Hold
901
– – 0.02% 389
2023
Q2 		$308K Hold
901
– – 0.02% 361
2023
Q1 		$230K Hold
901
– – 0.02% 399
2022
Q4 		$239K Buy
+901
New +$220K 0.02% 369
2022
Q2 		– Sell
-1,377
Closed -$415K – 456
2022
Q1 		$415K Buy
1,377
+8
+0.6% +$2.34K 0.03% 279
2021
Q4 		$492K Buy
1,369
+325
+31% +$112K 0.04% 234
2021
Q3 		$346K Hold
1,044
– – 0.04% 229
2021
Q2 		$320K Sell
1,044
-3
-0.3% -$842 0.03% 260
2021
Q1 		$258K Buy
1,047
+3
+0.3% +$755 0.03% 277
2020
Q4 		$285K Buy
1,044
+12
+1% +$2.98K 0.03% 241
2020
Q3 		$244K Buy
+1,032
New +$232K 0.03% 219

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

Visionary Wealth Advisors's ISRG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 9.1% in Q1 2026, buying an estimated $48.6K and bringing the position to 1,152 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #388.

Visionary Wealth Advisors first reported a position in ISRG in Q3 2020 and has held it in 21 quarters since. The position peaked at $598K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Visionary Wealth Advisors held 1,152 shares of Intuitive Surgical worth $531K as of Q1 2026.
  • Visionary Wealth Advisors bought 96 Intuitive Surgical shares in Q1 2026, an estimated $48.6K.
  • Intuitive Surgical made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #388 holding.
  • Visionary Wealth Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 21 quarters since.
  • Visionary Wealth Advisors's Intuitive Surgical position peaked at $598K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.