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Winnow Wealth’s Intuitive Surgical ISRG Stock Holding History

Winnow Wealth’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 		– Sell
-11
Closed -$6.24K – 340
2025
Q4 		$6.24K Buy
11
+10
+1,000% +$5.32K ﹤0.01% 254
2025
Q3 		$448 Buy
+1
New +$480 ﹤0.01% 476
2025
Q2 		– Sell
-11
Closed -$5.34K – 418
2025
Q1 		$5.34K Buy
11
+3
+38% +$1.66K ﹤0.01% 233
2024
Q4 		$3.8K Buy
+8
New +$4.17K ﹤0.01% 222

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winnow Wealth's ISRG Position: Q1 2026 in Review

Winnow Wealth sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 11 shares — an estimated $6.24K sold.

Winnow Wealth first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $6.24K in Q4 2025. 2,317 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Winnow Wealth reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 11 Intuitive Surgical shares in Q1 2026, an estimated $6.24K.
  • Winnow Wealth first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Intuitive Surgical position peaked at $6.24K in Q4 2025.
  • 2,317 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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