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Western Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Western 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 		$4.53M Buy
9,820
+4,479
+84% +$2.27M 0.17% 116
2025
Q4 		$3.02M Buy
5,341
+418
+8% +$223K 0.14% 149
2025
Q3 		$2.2M Sell
4,923
-815
-14% -$391K 0.12% 167
2025
Q2 		$3.12M Buy
5,738
+1,424
+33% +$745K 0.19% 105
2025
Q1 		$2.14M Buy
4,314
+810
+23% +$448K 0.14% 148
2024
Q4 		$1.83M Sell
3,504
-1,035
-23% -$539K 0.12% 162
2024
Q3 		$2.23M Buy
4,539
+1,374
+43% +$640K 0.13% 170
2024
Q2 		$1.41M Buy
3,165
+107
+3% +$42.6K 0.1% 175
2024
Q1 		$1.22M Sell
3,058
-565
-16% -$213K 0.09% 199
2023
Q4 		$1.22M Buy
3,623
+103
+3% +$30.7K 0.09% 237
2023
Q3 		$1.03M Buy
3,520
+487
+16% +$152K 0.09% 243
2023
Q2 		$1.04M Buy
3,033
+1,029
+51% +$311K 0.09% 232
2023
Q1 		$512K Sell
2,004
-829
-29% -$204K 0.05% 363
2022
Q4 		$752K Sell
2,833
-1,123
-28% -$274K 0.08% 274
2022
Q3 		$742K Buy
3,956
+141
+4% +$30.3K 0.04% 384
2022
Q2 		$761K Sell
3,815
-704
-16% -$165K 0.04% 364
2022
Q1 		$1.36M Buy
4,519
+2,522
+126% +$737K 0.07% 273
2021
Q4 		$717K Buy
+1,997
New +$687K 0.07% 261
2021
Q2 		$392K Buy
+1,272
New +$357K 0.04% 420

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

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

Western Wealth Management increased its Intuitive Surgical (ISRG) stake by 84% in Q1 2026, buying an estimated $2.27M and bringing the position to 9,820 shares worth $4.53M. The position accounts for 0.17% of the portfolio, ranked #116.

Western Wealth Management first reported a position in ISRG in Q2 2021 and has held it in 19 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Western Wealth Management held 9,820 shares of Intuitive Surgical worth $4.53M as of Q1 2026.
  • Western Wealth Management bought 4,479 Intuitive Surgical shares in Q1 2026, an estimated $2.27M.
  • Intuitive Surgical made up 0.17% of Western Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Western Wealth Management first reported a position in Intuitive Surgical in Q2 2021 and has held it in 19 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.