WSA
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Warm Springs Advisors’s Intuitive Surgical ISRG Stock Holding History

Warm Springs 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 		$968K Hold
2,099
– – 0.82% 28
2025
Q4 		$1.19M Sell
2,099
-5,061
-71% -$2.69M 0.92% 28
2025
Q3 		$3.2M Buy
7,160
+5,000
+231% +$2.4M 2.43% 16
2025
Q2 		$1.17M Buy
2,160
+133
+7% +$69.5K 1.01% 27
2025
Q1 		$1M Buy
2,027
+129
+7% +$71.3K 1.01% 31
2024
Q4 		$991K Buy
+1,898
New +$989K 0.92% 33

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Warm Springs Advisors's ISRG Position: Q1 2026 in Review

Warm Springs Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 2,099 shares worth $968K. The position accounts for 0.82% of the portfolio, ranked #28.

Warm Springs Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.2M in Q3 2025. 2,309 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Warm Springs Advisors held 2,099 shares of Intuitive Surgical worth $968K as of Q1 2026.
  • Warm Springs Advisors left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.82% of Warm Springs Advisors's portfolio in Q1 2026, its #28 holding.
  • Warm Springs Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Intuitive Surgical position peaked at $3.2M in Q3 2025.
  • 2,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.