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Walkner Condon Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Walkner Condon 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 		$266K Sell
578
-188
-25% -$95.1K 0.04% 265
2025
Q4 		$434K Buy
766
+205
+37% +$109K 0.06% 197
2025
Q3 		$251K Sell
561
-12
-2% -$5.76K 0.04% 254
2025
Q2 		$311K Buy
573
+92
+19% +$48.1K 0.06% 213
2025
Q1 		$238K Buy
+481
New +$266K 0.05% 238

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

Walkner Condon Financial Advisors's ISRG Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, selling an estimated $95.1K and leaving 578 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #265.

Walkner Condon Financial Advisors first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $434K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Walkner Condon Financial Advisors held 578 shares of Intuitive Surgical worth $266K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 188 Intuitive Surgical shares in Q1 2026, an estimated $95.1K.
  • Intuitive Surgical made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #265 holding.
  • Walkner Condon Financial Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Walkner Condon Financial Advisors's Intuitive Surgical position peaked at $434K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.