Wedbush Securities’s Intuitive Surgical ISRG Stock Holding History

Wedbush Securities’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	$6.73M	Buy	14,602 +739	+5%	+$374K	0.2%	73
2025 Q4	$7.85M	Buy	13,863 +73	+0.5%	+$38.9K	0.23%	57
2025 Q3	$6.17M	Buy	13,790 +143	+1%	+$68.6K	0.2%	66
2025 Q2	$7.42M	Buy	13,647 +148	+1%	+$77.4K	0.26%	55
2025 Q1	$6.69M	Sell	13,499 -516	-4%	-$285K	0.25%	60
2024 Q4	$7.32M	Buy	14,015 +314	+2%	+$164K	0.26%	55
2024 Q3	$6.73M	Sell	13,701 -1,204	-8%	-$561K	0.25%	62
2024 Q2	$6.63M	Buy	14,905 +371	+3%	+$148K	0.24%	66
2024 Q1	$5.8M	Buy	14,534 +1,769	+14%	+$668K	0.22%	74
2023 Q4	$4.31M	Sell	12,765 -163	-1%	-$48.6K	0.19%	83
2023 Q3	$3.78M	Buy	12,928 +1,268	+11%	+$396K	0.19%	83
2023 Q2	$3.99M	Buy	11,660 +605	+5%	+$183K	0.19%	80
2023 Q1	$2.82M	Sell	11,055 -785	-7%	-$193K	0.14%	118
2022 Q4	$3.14M	Sell	11,840 -791	-6%	-$193K	0.17%	98
2022 Q3	$2.37M	Sell	12,631 -1,029	-8%	-$221K	0.13%	121
2022 Q2	$2.74M	Sell	13,660 -431	-3%	-$101K	0.15%	109
2022 Q1	$4.25M	Sell	14,091 -91	-0.6%	-$26.6K	0.19%	81
2021 Q4	$5.1M	Buy	14,182 +532	+4%	+$183K	0.22%	73
2021 Q3	$4.52M	Sell	13,650 -228	-2%	-$76.6K	0.21%	71
2021 Q2	$4.25M	Sell	13,878 -222	-2%	-$62.3K	0.2%	80
2021 Q1	$3.47M	Buy	14,100 +1,452	+11%	+$365K	0.19%	84
2020 Q4	$3.45M	Buy	12,648 +321	+3%	+$79.7K	0.3%	64
2020 Q3	$2.92M	Sell	12,327 -10,749	-47%	-$2.41M	0.28%	75
2020 Q2	$4.38M	Sell	23,076 -1,095	-5%	-$196K	0.41%	47
2020 Q1	$3.99M	Buy	24,171 +195	+0.8%	+$35.7K	0.47%	40
2019 Q4	$4.72M	Buy	23,976 +159	+0.7%	+$29.8K	0.42%	43
2019 Q3	$4.29M	Buy	23,817 +1,068	+5%	+$185K	0.42%	42
2019 Q2	$3.98M	Sell	22,749 -321	-1%	-$55K	0.4%	42
2019 Q1	$4.39M	Sell	23,070 -255	-1%	-$45.3K	0.47%	37
2018 Q4	$3.72M	Buy	23,325 +1,287	+6%	+$218K	0.48%	37
2018 Q3	$4.22M	Buy	22,038 +780	+4%	+$139K	0.48%	35
2018 Q2	$3.39M	Buy	21,258 +294	+1%	+$44.8K	0.42%	42
2018 Q1	$2.88M	Buy	20,964 +1,737	+9%	+$242K	0.38%	49
2017 Q4	$2.34M	Buy	19,227 +1,344	+8%	+$168K	0.29%	70
2017 Q3	$2.08M	Buy	17,883 +1,044	+6%	+$114K	0.27%	73
2017 Q2	$1.75M	Buy	16,839 +171	+1%	+$16.4K	0.23%	90
2017 Q1	$1.42M	Buy	16,668 +612	+4%	+$48.3K	0.19%	111
2016 Q4	$1.13M	Sell	16,056 -2,493	-13%	-$183K	0.17%	137
2016 Q3	$1.49M	Sell	18,549 -189	-1%	-$14.5K	0.22%	90
2016 Q2	$1.38M	Buy	18,738 +1,134	+6%	+$79.8K	0.23%	98
2016 Q1	$1.18M	Buy	17,604 +4,914	+39%	+$305K	0.2%	110
2015 Q4	$770K	Sell	12,690 -180	-1%	-$10.1K	0.14%	164
2015 Q3	$657K	Sell	12,870 -180	-1%	-$10.2K	0.13%	178
2015 Q2	$703K	Buy	13,050 +1,170	+10%	+$65.5K	0.13%	186
2015 Q1	$667K	Sell	11,880 -819	-6%	-$46.4K	0.11%	203
2014 Q4	$746K	Sell	12,699 -270	-2%	-$15K	0.11%	174
2014 Q3	$665K	Sell	12,969 -7,155	-36%	-$355K	0.1%	197
2014 Q2	$921K	Sell	20,124 -3,051	-13%	-$135K	0.15%	142
2014 Q1	$1.13M	Sell	23,175 -675	-3%	-$31.8K	0.2%	117
2013 Q4	$1.02M	Sell	23,850 -1,395	-6%	-$58.7K	0.24%	102
2013 Q3	$1.05M	Buy	25,245 +3,510	+16%	+$155K	0.28%	94
2013 Q2	$1.22M	Buy	+21,735	New	+$1.2M	0.34%	79

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

Wedbush Securities's ISRG Position: Q1 2026 in Review

Wedbush Securities increased its Intuitive Surgical (ISRG) stake by 5.3% in Q1 2026, buying an estimated $374K and bringing the position to 14,602 shares worth $6.73M. The position accounts for 0.2% of the portfolio, ranked #73.

Wedbush Securities first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.85M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Wedbush Securities held 14,602 shares of Intuitive Surgical worth $6.73M as of Q1 2026.
Wedbush Securities bought 739 Intuitive Surgical shares in Q1 2026, an estimated $374K.
Intuitive Surgical made up 0.2% of Wedbush Securities's portfolio in Q1 2026, its #73 holding.
Wedbush Securities first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
Wedbush Securities's Intuitive Surgical position peaked at $7.85M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.