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Warther Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Warther Private Wealth’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 		$463K Sell
1,004
-9
-0.9% -$4.55K 0.11% 36
2025
Q4 		$574K Buy
1,013
+13
+1% +$6.92K 0.14% 34
2025
Q3 		$447K Sell
1,000
-7
-0.7% -$3.36K 0.11% 38
2025
Q2 		$547K Sell
1,007
-109
-10% -$57K 0.14% 38
2025
Q1 		$553K Buy
1,116
+20
+2% +$11.1K 0.18% 37
2024
Q4 		$572K Buy
1,096
+7
+0.6% +$3.65K 0.19% 42
2024
Q3 		$535K Hold
1,089
– – 0.19% 45
2024
Q2 		$484K Buy
+1,089
New +$434K 0.19% 47

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Warther Private Wealth's ISRG Position: Q1 2026 in Review

Warther Private Wealth reduced its Intuitive Surgical (ISRG) stake by 0.89% in Q1 2026, selling an estimated $4.55K and leaving 1,004 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #36.

Warther Private Wealth first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $574K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Warther Private Wealth held 1,004 shares of Intuitive Surgical worth $463K as of Q1 2026.
  • Warther Private Wealth sold 9 Intuitive Surgical shares in Q1 2026, an estimated $4.55K.
  • Intuitive Surgical made up 0.11% of Warther Private Wealth's portfolio in Q1 2026, its #36 holding.
  • Warther Private Wealth first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Warther Private Wealth's Intuitive Surgical position peaked at $574K in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.