Western Pacific Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Western Pacific 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	$73.8K	Hold	160	–	–	0.08%	98
2025 Q4	$90.6K	Hold	160	–	–	0.09%	91
2025 Q3	$71.6K	Sell	160 -1,800	-92%	-$864K	0.07%	111
2025 Q2	$1.07M	Hold	1,960	–	–	1.02%	14
2025 Q1	$971K	Hold	1,960	–	–	0.88%	15
2024 Q4	$1.02M	Sell	1,960 -270	-12%	-$141K	0.83%	15
2024 Q3	$1.1M	Hold	2,230	–	–	0.73%	15
2024 Q2	$992K	Sell	2,230 -102	-4%	-$40.6K	0.75%	15
2024 Q1	$931K	Sell	2,332 -22	-0.9%	-$8.31K	0.68%	15
2023 Q4	$794K	Buy	2,354 +193	+9%	+$57.5K	0.58%	15
2023 Q3	$632K	Buy	2,161 +104	+5%	+$32.5K	0.52%	15
2023 Q2	$703K	Buy	2,057 +65	+3%	+$19.7K	0.53%	16
2023 Q1	$509K	Buy	1,992 +78	+4%	+$19.2K	0.39%	16
2022 Q4	$508K	Buy	1,914 +114	+6%	+$27.8K	0.42%	14
2022 Q3	$337K	Hold	1,800	–	–	0.33%	20
2022 Q2	$361K	Hold	1,800	–	–	0.35%	20
2022 Q1	$543K	Hold	1,800	–	–	0.4%	21
2021 Q4	$646K	Buy	+1,800	New	+$619K	0.42%	18

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

Western Pacific Wealth Management's ISRG Position: Q1 2026 in Review

Western Pacific Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 160 shares worth $73.8K. The position accounts for 0.08% of the portfolio, ranked #98.

Western Pacific Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Western Pacific Wealth Management held 160 shares of Intuitive Surgical worth $73.8K as of Q1 2026.
Western Pacific Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.08% of Western Pacific Wealth Management's portfolio in Q1 2026, its #98 holding.
Western Pacific Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Intuitive Surgical position peaked at $1.1M in Q3 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.