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Wealth Alliance’s Intuitive Surgical ISRG Stock Holding History

Wealth Alliance’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 		$1.37M Buy
2,961
+166
+6% +$84K 0.13% 142
2025
Q4 		$1.58M Buy
2,795
+461
+20% +$245K 0.16% 126
2025
Q3 		$1.04M Sell
2,334
-198
-8% -$95K 0.11% 168
2025
Q2 		$1.38M Buy
2,532
+209
+9% +$109K 0.15% 133
2025
Q1 		$1.15M Sell
2,323
-191
-8% -$106K 0.14% 144
2024
Q4 		$1.31M Sell
2,514
-343
-12% -$179K 0.16% 129
2024
Q3 		$1.4M Buy
2,857
+61
+2% +$28.4K 0.17% 120
2024
Q2 		$1.24M Buy
2,796
+74
+3% +$29.5K 0.16% 126
2024
Q1 		$1.09M Buy
2,722
+94
+4% +$35.5K 0.14% 149
2023
Q4 		$887K Sell
2,628
-315
-11% -$93.9K 0.12% 167
2023
Q3 		$860K Sell
2,943
-492
-14% -$154K 0.14% 155
2023
Q2 		$1.17M Buy
3,435
+177
+5% +$53.6K 0.18% 123
2023
Q1 		$832K Sell
3,258
-41
-1% -$10.1K 0.13% 168
2022
Q4 		$875K Buy
3,299
+1,397
+73% +$341K 0.16% 151
2022
Q3 		$357K Sell
1,902
-682
-26% -$146K 0.07% 282
2022
Q2 		$519K Sell
2,584
-108
-4% -$25.3K 0.1% 209
2022
Q1 		$812K Buy
2,692
+350
+15% +$102K 0.17% 142
2021
Q4 		$842K Buy
2,342
+887
+61% +$305K 0.17% 138
2021
Q3 		$482K Sell
1,455
-9
-0.6% -$3.02K 0.11% 211
2021
Q2 		$449K Sell
1,464
-18
-1% -$5.05K 0.11% 223
2021
Q1 		$365K Sell
1,482
-21
-1% -$5.28K 0.1% 242
2020
Q4 		$410K Buy
1,503
+120
+9% +$29.8K 0.12% 206
2020
Q3 		$327K Buy
+1,383
New +$311K 0.12% 214

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 Alliance's ISRG Position: Q1 2026 in Review

Wealth Alliance increased its Intuitive Surgical (ISRG) stake by 5.9% in Q1 2026, buying an estimated $84K and bringing the position to 2,961 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #142.

Wealth Alliance first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wealth Alliance held 2,961 shares of Intuitive Surgical worth $1.37M as of Q1 2026.
  • Wealth Alliance bought 166 Intuitive Surgical shares in Q1 2026, an estimated $84K.
  • Intuitive Surgical made up 0.13% of Wealth Alliance's portfolio in Q1 2026, its #142 holding.
  • Wealth Alliance first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Intuitive Surgical position peaked at $1.58M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.