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Whalen Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Whalen 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 		$271K Sell
587
-1,157
-66% -$585K 0.15% 161
2025
Q4 		$988K Buy
+1,744
New +$928K 0.53% 48
2025
Q2 		– Sell
-856
Closed -$424K – 210
2025
Q1 		$424K Buy
+856
New +$473K 0.28% 78

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

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

Whalen Wealth Management reduced its Intuitive Surgical (ISRG) stake by 66% in Q1 2026, selling an estimated $585K and leaving 587 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #161.

Whalen Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 3 quarters since. The position peaked at $988K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Whalen Wealth Management held 587 shares of Intuitive Surgical worth $271K as of Q1 2026.
  • Whalen Wealth Management sold 1,157 Intuitive Surgical shares in Q1 2026, an estimated $585K.
  • Intuitive Surgical made up 0.15% of Whalen Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Whalen Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Intuitive Surgical position peaked at $988K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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