Wealthfront Advisers
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Wealthfront Advisers’s Intuitive Surgical ISRG Stock Holding History

Wealthfront Advisers’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 		$22.1M Buy
47,988
+1,732
+4% +$876K 0.05% 129
2025
Q4 		$26.2M Buy
46,256
+6,180
+15% +$3.29M 0.06% 110
2025
Q3 		$17.9M Sell
40,076
-6,091
-13% -$2.92M 0.04% 135
2025
Q2 		$25.1M Buy
46,167
+1,481
+3% +$774K 0.06% 97
2025
Q1 		$22.1M Buy
44,686
+770
+2% +$426K 0.06% 99
2024
Q4 		$22.9M Buy
43,916
+2,777
+7% +$1.45M 0.07% 88
2024
Q3 		$20.2M Buy
41,139
+766
+2% +$357K 0.06% 87
2024
Q2 		$18M Buy
40,373
+561
+1% +$223K 0.06% 90
2024
Q1 		$15.9M Buy
39,812
+891
+2% +$337K 0.06% 100
2023
Q4 		$13.1M Buy
38,921
+3,106
+9% +$926K 0.05% 109
2023
Q3 		$10.5M Sell
35,815
-79
-0.2% -$24.7K 0.05% 118
2023
Q2 		$12.3M Buy
35,894
+5,984
+20% +$1.81M 0.05% 99
2023
Q1 		$7.64M Sell
29,910
-10,612
-26% -$2.61M 0.03% 148
2022
Q4 		$10.8M Buy
40,522
+22,172
+121% +$5.41M 0.05% 109
2022
Q3 		$3.44M Buy
18,350
+2,064
+13% +$443K 0.02% 248
2022
Q2 		$3.27M Sell
16,286
-5,820
-26% -$1.37M 0.02% 270
2022
Q1 		$6.67M Buy
22,106
+6,531
+42% +$1.91M 0.03% 162
2021
Q4 		$5.6M Buy
15,575
+3,110
+25% +$1.07M 0.02% 177
2021
Q3 		$4.13M Buy
12,465
+2,913
+30% +$978K 0.02% 187
2021
Q2 		$2.93M Buy
9,552
+1,791
+23% +$502K 0.01% 226
2021
Q1 		$1.91M Buy
7,761
+270
+4% +$67.9K 0.01% 275
2020
Q4 		$2.04M Buy
7,491
+327
+5% +$81.2K 0.01% 227
2020
Q3 		$1.69M Buy
7,164
+93
+1% +$20.9K 0.01% 213
2020
Q2 		$1.34M Sell
7,071
-168
-2% -$30.1K 0.01% 249
2020
Q1 		$1.2M Sell
7,239
-1,908
-21% -$349K 0.01% 239
2019
Q4 		$1.8M Buy
9,147
+246
+3% +$46.1K 0.01% 203
2019
Q3 		$1.6M Buy
8,901
+198
+2% +$34.2K 0.01% 201
2019
Q2 		$1.52M Sell
8,703
-1,776
-17% -$304K 0.01% 195
2019
Q1 		$1.99M Buy
10,479
+1,251
+14% +$222K 0.02% 146
2018
Q4 		$1.47M Buy
+9,228
New +$1.56M 0.02% 176

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

Wealthfront Advisers's ISRG Position: Q1 2026 in Review

Wealthfront Advisers increased its Intuitive Surgical (ISRG) stake by 3.7% in Q1 2026, buying an estimated $876K and bringing the position to 47,988 shares worth $22.1M. The position accounts for 0.05% of the portfolio, ranked #129.

Wealthfront Advisers first reported a position in ISRG in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.2M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wealthfront Advisers held 47,988 shares of Intuitive Surgical worth $22.1M as of Q1 2026.
  • Wealthfront Advisers bought 1,732 Intuitive Surgical shares in Q1 2026, an estimated $876K.
  • Intuitive Surgical made up 0.05% of Wealthfront Advisers's portfolio in Q1 2026, its #129 holding.
  • Wealthfront Advisers first reported a position in Intuitive Surgical in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's Intuitive Surgical position peaked at $26.2M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.