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Wealthspire Advisors (New York)’s Intuitive Surgical ISRG Stock Holding History

Wealthspire Advisors (New York)’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 		$584K Sell
1,266
-1,680
-57% -$850K ﹤0.01% 533
2025
Q4 		$1.67M Buy
2,946
+1,780
+153% +$948K 0.01% 325
2025
Q3 		$521K Sell
1,166
-867
-43% -$416K ﹤0.01% 525
2025
Q2 		$1.1M Buy
2,033
+362
+22% +$189K 0.01% 370
2025
Q1 		$828K Buy
1,671
+26
+2% +$14.4K ﹤0.01% 426
2024
Q4 		$859K Buy
1,645
+366
+29% +$191K 0.01% 403
2024
Q3 		$628K Buy
1,279
+134
+12% +$62.4K 0.01% 449
2024
Q2 		$509K Buy
1,145
+113
+11% +$45K 0.01% 425
2024
Q1 		$412K Sell
1,032
-227
-18% -$85.8K 0.01% 458
2023
Q4 		$425K Buy
1,259
+289
+30% +$86.1K 0.01% 443
2023
Q3 		$284K Buy
970
+134
+16% +$41.8K ﹤0.01% 498
2023
Q2 		$286K Buy
+836
New +$253K ﹤0.01% 465
2023
Q1 		– Sell
-1,328
Closed -$352K – 565
2022
Q4 		$352K Buy
+1,328
New +$324K 0.01% 427
2022
Q1 		– Sell
-1,565
Closed -$562K – 492
2021
Q4 		$562K Sell
1,565
-103
-6% -$35.4K 0.01% 303
2021
Q3 		$553K Buy
+1,668
New +$560K 0.01% 338
2021
Q2 		– Sell
-9,198
Closed -$2.27M – 518
2021
Q1 		$2.27M Buy
9,198
+1,596
+21% +$402K 0.05% 164
2020
Q4 		$2.07M Buy
7,602
+1,545
+26% +$384K 0.06% 136
2020
Q3 		$1.43M Buy
6,057
+3,672
+154% +$825K 0.09% 104
2020
Q2 		$453K Sell
2,385
-1,902
-44% -$341K 0.03% 160
2020
Q1 		$708K Buy
4,287
+2,994
+232% +$548K 0.03% 247
2019
Q4 		$255K Buy
+1,293
New +$242K 0.02% 171
2019
Q1 		– Sell
-258
Closed -$41K – 414
2018
Q4 		$41K Buy
+258
New +$43.7K ﹤0.01% 211

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

Wealthspire Advisors (New York)'s ISRG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Intuitive Surgical (ISRG) stake by 57% in Q1 2026, selling an estimated $850K and leaving 1,266 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Wealthspire Advisors (New York) first reported a position in ISRG in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.27M in Q1 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,266 shares of Intuitive Surgical worth $584K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,680 Intuitive Surgical shares in Q1 2026, an estimated $850K.
  • Intuitive Surgical made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #533 holding.
  • Wealthspire Advisors (New York) first reported a position in Intuitive Surgical in Q4 2018 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s Intuitive Surgical position peaked at $2.27M in Q1 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.