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Williams Jones Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Williams Jones 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 		$98.8M Buy
214,327
+3,489
+2% +$1.77M 1.21% 23
2025
Q4 		$119M Buy
210,838
+7,688
+4% +$4.09M 1.35% 20
2025
Q3 		$90.9M Buy
203,150
+8,876
+5% +$4.26M 1.04% 28
2025
Q2 		$106M Buy
194,274
+7,522
+4% +$3.93M 1.26% 24
2025
Q1 		$92.5M Buy
186,752
+7,609
+4% +$4.21M 1.18% 29
2024
Q4 		$93.5M Buy
179,143
+8,447
+5% +$4.4M 1.13% 31
2024
Q3 		$83.9M Buy
170,696
+12,087
+8% +$5.63M 0.98% 36
2024
Q2 		$70.6M Buy
158,609
+13,148
+9% +$5.24M 0.88% 35
2024
Q1 		$58.1M Buy
145,461
+84,849
+140% +$32.1M 0.74% 39
2023
Q4 		$20.4M Buy
60,612
+54,809
+944% +$16.3M 0.29% 69
2023
Q3 		$1.7M Hold
5,803
– – 0.03% 202
2023
Q2 		$1.98M Sell
5,803
-19
-0.3% -$5.75K 0.03% 197
2023
Q1 		$1.49M Sell
5,822
-22
-0.4% -$5.42K 0.02% 229
2022
Q4 		$1.55M Sell
5,844
-6
-0.1% -$1.46K 0.03% 224
2022
Q3 		$1.1M Buy
5,850
+75
+1% +$16.1K 0.02% 261
2022
Q2 		$1.16M Sell
5,775
-75
-1% -$17.6K 0.02% 255
2022
Q1 		$1.76M Buy
5,850
+42
+0.7% +$12.3K 0.02% 209
2021
Q4 		$2.09M Sell
5,808
-63
-1% -$21.7K 0.03% 199
2021
Q3 		$1.95M Sell
5,871
-6
-0.1% -$2.02K 0.03% 195
2021
Q2 		$1.8M Buy
5,877
+6
+0.1% +$1.68K 0.03% 203
2021
Q1 		$1.45M Sell
5,871
-1,536
-21% -$386K 0.02% 214
2020
Q4 		$2.02M Buy
7,407
+150
+2% +$37.2K 0.03% 178
2020
Q3 		$1.72M Sell
7,257
-315
-4% -$70.7K 0.03% 175
2020
Q2 		$1.44M Buy
7,572
+1,815
+32% +$325K 0.03% 175
2020
Q1 		$950K Buy
5,757
+51
+0.9% +$9.34K 0.02% 175
2019
Q4 		$1.12M Hold
5,706
– – 0.02% 196
2019
Q3 		$1.03M Buy
+5,706
New +$987K 0.02% 198

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

Williams Jones Wealth Management's ISRG Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.7% in Q1 2026, buying an estimated $1.77M and bringing the position to 214,327 shares worth $98.8M. The position accounts for 1.21% of the portfolio, ranked #23.

Williams Jones Wealth Management first reported a position in ISRG in Q3 2019 and has held it in 27 quarters since. The position peaked at $119M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Williams Jones Wealth Management held 214,327 shares of Intuitive Surgical worth $98.8M as of Q1 2026.
  • Williams Jones Wealth Management bought 3,489 Intuitive Surgical shares in Q1 2026, an estimated $1.77M.
  • Intuitive Surgical made up 1.21% of Williams Jones Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Williams Jones Wealth Management first reported a position in Intuitive Surgical in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Intuitive Surgical position peaked at $119M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.