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Werba Rubin Papier Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Werba Rubin Papier Wealth Management’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 		$346K Buy
750
+61
+9% +$30.9K 0.05% 177
2025
Q4 		$390K Buy
689
+199
+41% +$106K 0.11% 129
2025
Q3 		$219K Sell
490
-1
-0.2% -$480 0.04% 224
2025
Q2 		$267K Hold
491
– – 0.05% 170
2025
Q1 		$243K Sell
491
-1
-0.2% -$553 0.05% 159
2024
Q4 		$257K Sell
492
-49
-9% -$25.5K 0.06% 147
2024
Q3 		$266K Buy
541
+33
+6% +$15.4K 0.06% 139
2024
Q2 		$226K Buy
+508
New +$202K 0.06% 145

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

Werba Rubin Papier Wealth Management's ISRG Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Intuitive Surgical (ISRG) stake by 8.9% in Q1 2026, buying an estimated $30.9K and bringing the position to 750 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #177.

Werba Rubin Papier Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $390K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 750 shares of Intuitive Surgical worth $346K as of Q1 2026.
  • Werba Rubin Papier Wealth Management bought 61 Intuitive Surgical shares in Q1 2026, an estimated $30.9K.
  • Intuitive Surgical made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Werba Rubin Papier Wealth Management's Intuitive Surgical position peaked at $390K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.