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Wills Financial Group’s Intuitive Surgical ISRG Stock Holding History

Wills Financial 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 		$220K Buy
510
+57
+13% +$28.8K 0.08% 72
2025
Q4 		$257K Hold
453
– – 0.1% 69
2025
Q3 		$203K Buy
453
+3
+0.7% +$1.44K 0.08% 67
2025
Q2 		$245K Hold
450
– – 0.11% 62
2025
Q1 		$223K Hold
450
– – 0.1% 60
2024
Q4 		$235K Hold
450
– – 0.1% 61
2024
Q3 		$221K Hold
450
– – 0.09% 64
2024
Q2 		$200K Buy
+450
New +$179K 0.09% 63

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

Wills Financial Group's ISRG Position: Q1 2026 in Review

Wills Financial Group increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $28.8K and bringing the position to 510 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #72.

Wills Financial Group first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Wills Financial Group held 510 shares of Intuitive Surgical worth $220K as of Q1 2026.
  • Wills Financial Group bought 57 Intuitive Surgical shares in Q1 2026, an estimated $28.8K.
  • Intuitive Surgical made up 0.08% of Wills Financial Group's portfolio in Q1 2026, its #72 holding.
  • Wills Financial Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Wills Financial Group's Intuitive Surgical position peaked at $257K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.