1900 Wealth Management’s Intuitive Surgical ISRG Stock Holding History

1900 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 Q2	$208K	Sell	523 -57	-10%	-$24.9K	0.01%	305
2026 Q1	$267K	Buy	580 +116	+25%	+$58.7K	0.02%	228
2025 Q4	$263K	Buy	+464	New	+$247K	0.02%	221
2025 Q3	–	Sell	-407	Closed	-$221K	–	236
2025 Q2	$221K	Sell	407 -68	-14%	-$35.6K	0.02%	206
2025 Q1	$235K	Buy	475 +83	+21%	+$45.9K	0.02%	202
2024 Q4	$205K	Sell	392 -20	-5%	-$10.4K	0.02%	219
2024 Q3	$202K	Buy	+412	New	+$192K	0.02%	220
2024 Q1	–	Sell	-3,577	Closed	-$1.21M	–	263
2023 Q4	$1.21M	Hold	3,577	–	–	0.11%	124
2023 Q3	$1.05M	Buy	3,577 +2,980	+499%	+$931K	0.1%	134
2023 Q2	$204K	Buy	+597	New	+$181K	0.02%	234
2022 Q1	–	Sell	-597	Closed	-$214K	–	250
2021 Q4	$214K	Buy	+597	New	+$205K	0.02%	229

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1900 Wealth Management's ISRG Position: Q2 2026 in Review

1900 Wealth Management reduced its Intuitive Surgical (ISRG) stake by 9.8% in Q2 2026, selling an estimated $24.9K and leaving 523 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #305.

1900 Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2023. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

1900 Wealth Management held 523 shares of Intuitive Surgical worth $208K as of Q2 2026.
1900 Wealth Management sold 57 Intuitive Surgical shares in Q2 2026, an estimated $24.9K.
Intuitive Surgical made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #305 holding.
1900 Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 11 quarters since.
1900 Wealth Management's Intuitive Surgical position peaked at $1.21M in Q4 2023.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.