Wealth Management Associates’s Intuitive Surgical ISRG Stock Holding History

Wealth Management Associates’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	$390K	Sell	845 -57	-6%	-$28.8K	0.13%	138
2025 Q4	$511K	Buy	902 +52	+6%	+$27.7K	0.18%	101
2025 Q3	$380K	Buy	850 +2	+0.2%	+$960	0.13%	143
2025 Q2	$461K	Hold	848	–	–	0.18%	105
2025 Q1	$420K	Sell	848 -1	-0.1%	-$553	0.18%	110
2024 Q4	$443K	Sell	849 -137	-14%	-$71.4K	0.19%	103
2024 Q3	$484K	Buy	986 +56	+6%	+$26.1K	0.21%	93
2024 Q2	$414K	Hold	930	–	–	0.19%	100
2024 Q1	$414K	Sell	930 -226	-20%	-$85.4K	0.19%	100
2023 Q4	$390K	Hold	1,156	–	–	0.21%	105
2023 Q3	$338K	Buy	1,156 +208	+22%	+$65K	0.2%	113
2023 Q2	$324K	Sell	948 -251	-21%	-$75.9K	0.18%	117
2023 Q1	$306K	Hold	1,199	–	–	0.19%	118
2022 Q4	$318K	Sell	1,199 -619	-34%	-$151K	0.21%	112
2022 Q3	$341K	Buy	+1,818	New	+$390K	0.24%	112

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Management Associates's ISRG Position: Q1 2026 in Review

Wealth Management Associates reduced its Intuitive Surgical (ISRG) stake by 6.3% in Q1 2026, selling an estimated $28.8K and leaving 845 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #138.

Wealth Management Associates first reported a position in ISRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $511K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Wealth Management Associates held 845 shares of Intuitive Surgical worth $390K as of Q1 2026.
Wealth Management Associates sold 57 Intuitive Surgical shares in Q1 2026, an estimated $28.8K.
Intuitive Surgical made up 0.13% of Wealth Management Associates's portfolio in Q1 2026, its #138 holding.
Wealth Management Associates first reported a position in Intuitive Surgical in Q3 2022 and has held it in 15 quarters since.
Wealth Management Associates's Intuitive Surgical position peaked at $511K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.