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Wealth Advisors of Tampa Bay’s Intuitive Surgical ISRG Stock Holding History

Wealth Advisors of Tampa Bay’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 		$524K Buy
1,137
+75
+7% +$37.9K 0.17% 74
2025
Q4 		$601K Buy
1,062
+155
+17% +$82.5K 0.21% 72
2025
Q3 		$406K Buy
907
+30
+3% +$14.4K 0.14% 76
2025
Q2 		$477K Buy
877
+95
+12% +$49.7K 0.18% 73
2025
Q1 		$387K Buy
+782
New +$432K 0.16% 73

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

Wealth Advisors of Tampa Bay's ISRG Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Intuitive Surgical (ISRG) stake by 7.1% in Q1 2026, buying an estimated $37.9K and bringing the position to 1,137 shares worth $524K. The position accounts for 0.17% of the portfolio, ranked #74.

Wealth Advisors of Tampa Bay first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $601K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 1,137 shares of Intuitive Surgical worth $524K as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 75 Intuitive Surgical shares in Q1 2026, an estimated $37.9K.
  • Intuitive Surgical made up 0.17% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #74 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Wealth Advisors of Tampa Bay's Intuitive Surgical position peaked at $601K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.