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Waverly Advisors’s Intuitive Surgical ISRG Stock Holding History

Waverly 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 		$8.22M Sell
17,827
-60
-0.3% -$30.4K 0.06% 303
2025
Q4 		$10.1M Buy
17,887
+3,808
+27% +$2.03M 0.08% 233
2025
Q3 		$6.3M Buy
14,079
+1,625
+13% +$780K 0.06% 280
2025
Q2 		$6.77M Buy
12,454
+357
+3% +$187K 0.07% 245
2025
Q1 		$5.99M Buy
12,097
+298
+3% +$165K 0.07% 258
2024
Q4 		$6.16M Buy
11,799
+2,064
+21% +$1.08M 0.1% 186
2024
Q3 		$4.78M Sell
9,735
-407
-4% -$189K 0.09% 201
2024
Q2 		$4.51M Buy
10,142
+7,590
+297% +$3.02M 0.09% 202
2024
Q1 		$1.02M Buy
2,552
+544
+27% +$206K 0.02% 363
2023
Q4 		$677K Buy
2,008
+456
+29% +$136K 0.03% 259
2023
Q3 		$454K Hold
1,552
– – 0.02% 274
2023
Q2 		$531K Sell
1,552
-10
-0.6% -$3.03K 0.02% 237
2023
Q1 		$399K Hold
1,562
– – 0.02% 213
2022
Q4 		$414K Buy
1,562
+23
+1% +$5.61K 0.02% 200
2022
Q3 		$288K Buy
+1,539
New +$331K 0.02% 196
2022
Q2 		– Sell
-796
Closed -$240K – 215
2022
Q1 		$240K Buy
796
+31
+4% +$9.06K 0.02% 177
2021
Q4 		$217K Sell
765
-1,332
-64% -$458K 0.02% 190
2021
Q3 		$245K Buy
2,097
+1,398
+200% +$469K 0.02% 191
2021
Q2 		$234K Buy
+699
New +$196K 0.02% 172
2014
Q2 		– Sell
-189
Closed -$9K – 739
2014
Q1 		$9K Sell
189
-2,502
-93% -$118K ﹤0.01% 444
2013
Q4 		$115K Hold
2,691
– – 0.04% 205
2013
Q3 		$113K Buy
+2,691
New +$119K 0.06% 142

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

Waverly Advisors's ISRG Position: Q1 2026 in Review

Waverly Advisors reduced its Intuitive Surgical (ISRG) stake by 0.34% in Q1 2026, selling an estimated $30.4K and leaving 17,827 shares worth $8.22M. The position accounts for 0.06% of the portfolio, ranked #303.

Waverly Advisors first reported a position in ISRG in Q3 2013 and has held it in 22 quarters since. The position peaked at $10.1M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Waverly Advisors held 17,827 shares of Intuitive Surgical worth $8.22M as of Q1 2026.
  • Waverly Advisors sold 60 Intuitive Surgical shares in Q1 2026, an estimated $30.4K.
  • Intuitive Surgical made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #303 holding.
  • Waverly Advisors first reported a position in Intuitive Surgical in Q3 2013 and has held it in 22 quarters since.
  • Waverly Advisors's Intuitive Surgical position peaked at $10.1M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.