YWM
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Yukon Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Yukon 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 		$416K Hold
903
– – 0.25% 57
2025
Q4 		$432K Sell
903
-25
-3% -$13.3K 0.25% 57
2025
Q3 		$415K Buy
928
+14
+2% +$6.72K 0.14% 88
2025
Q2 		$497K Buy
914
+12
+1% +$6.27K 0.18% 82
2025
Q1 		$447K Buy
+902
New +$499K 0.19% 83

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

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

Yukon Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 903 shares worth $416K. The position accounts for 0.25% of the portfolio, ranked #57.

Yukon Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $497K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Yukon Wealth Management held 903 shares of Intuitive Surgical worth $416K as of Q1 2026.
  • Yukon Wealth Management left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.25% of Yukon Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Yukon Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's Intuitive Surgical position peaked at $497K in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.