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Wallace Hart’s Intuitive Surgical ISRG Stock Holding History

Wallace Hart’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 		$250K Hold
542
– – 0.34% 24
2025
Q4 		$307K Sell
542
-18
-3% -$9.58K 0.23% 38
2025
Q3 		$250K Hold
560
– – 0.18% 35
2025
Q2 		$304K Hold
560
– – 0.24% 33
2025
Q1 		$277K Sell
560
-732
-57% -$405K 0.7% 28
2024
Q4 		$674K Sell
1,292
-1,344
-51% -$700K 0.54% 8
2024
Q3 		$1.29M Hold
2,636
– – 0.97% 6
2024
Q2 		$1.17M Sell
2,636
-9
-0.3% -$3.58K 0.91% 6
2024
Q1 		$1.06M Buy
+2,645
New +$999K 0.88% 5

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

Wallace Hart's ISRG Position: Q1 2026 in Review

Wallace Hart held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 542 shares worth $250K. The position accounts for 0.34% of the portfolio, ranked #24.

Wallace Hart first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wallace Hart held 542 shares of Intuitive Surgical worth $250K as of Q1 2026.
  • Wallace Hart left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.34% of Wallace Hart's portfolio in Q1 2026, its #24 holding.
  • Wallace Hart first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Wallace Hart's Intuitive Surgical position peaked at $1.29M in Q3 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.