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Wealth Architects’s Intuitive Surgical ISRG Stock Holding History

Wealth Architects’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 		– Sell
-383
Closed -$217K – 247
2025
Q4 		$217K Buy
+383
New +$204K 0.02% 222
2025
Q3 		– Sell
-371
Closed -$202K – 240
2025
Q2 		$202K Buy
+371
New +$194K 0.02% 221
2024
Q4 		– Sell
-464
Closed -$228K – 219
2024
Q3 		$228K Sell
464
-1,616
-78% -$752K 0.03% 197
2024
Q2 		$925K Buy
2,080
+17
+0.8% +$6.77K 0.11% 83
2024
Q1 		$823K Buy
2,063
+8
+0.4% +$3.02K 0.11% 87
2023
Q4 		$693K Buy
2,055
+192
+10% +$57.2K 0.1% 92
2023
Q3 		$545K Buy
1,863
+51
+3% +$15.9K 0.09% 98
2023
Q2 		$620K Sell
1,812
-2
-0.1% -$605 0.1% 88
2023
Q1 		$463K Buy
1,814
+8
+0.4% +$1.97K 0.08% 112
2022
Q4 		$479K Sell
1,806
-1,542
-46% -$376K 0.09% 103
2022
Q3 		$628K Sell
3,348
-18
-0.5% -$3.87K 0.13% 72
2022
Q2 		$676K Sell
3,366
-11
-0.3% -$2.58K 0.13% 71
2022
Q1 		$1.02M Buy
3,377
+8
+0.2% +$2.34K 0.17% 59
2021
Q4 		$1.21M Sell
3,369
-1,674
-33% -$576K 0.21% 49
2021
Q3 		$1.67M Buy
+5,043
New +$1.69M 0.32% 38

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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 $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
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 $2.3T AUM 54.33% 1-Year Est. Return

Wealth Architects's ISRG Position: Q1 2026 in Review

Wealth Architects sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 383 shares — an estimated $217K sold.

Wealth Architects first reported a position in ISRG in Q3 2021 and held it in 15 quarters. The position peaked at $1.67M in Q3 2021. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wealth Architects reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Wealth Architects sold 383 Intuitive Surgical shares in Q1 2026, an estimated $217K.
  • Wealth Architects first reported a position in Intuitive Surgical in Q3 2021 and held it in 15 quarters.
  • Wealth Architects's Intuitive Surgical position peaked at $1.67M in Q3 2021.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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