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Wescott Financial Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Wescott Financial Advisory Group’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 		– Sell
-436
Closed -$247K – 195
2025
Q4 		$247K Buy
+436
New +$232K 0.02% 166

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

Wescott Financial Advisory Group's ISRG Position: Q1 2026 in Review

Wescott Financial Advisory Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 436 shares — an estimated $247K sold.

Wescott Financial Advisory Group first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wescott Financial Advisory Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 436 Intuitive Surgical shares in Q1 2026, an estimated $247K.
  • Wescott Financial Advisory Group first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Intuitive Surgical position peaked at $247K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.