4WM
ISRG icon

44 Wealth Management’s Intuitive Surgical ISRG Stock Holding History

44 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 		$242K Buy
608
+7
+1% +$3.06K 0.08% 174
2026
Q1 		$277K Sell
601
-148
-20% -$74.9K 0.1% 166
2025
Q4 		$424K Sell
749
-257
-26% -$137K 0.14% 151
2025
Q3 		$450K Sell
1,006
-3
-0.3% -$1.44K 0.15% 148
2025
Q2 		$548K Sell
1,009
-103
-9% -$53.9K 0.19% 133
2025
Q1 		$551K Buy
1,112
+42
+4% +$23.2K 0.21% 126
2024
Q4 		$558K Buy
1,070
+6
+0.6% +$3.13K 0.21% 123
2024
Q3 		$545K Buy
+1,064
New +$495K 0.19% 131
2023
Q2 		– Sell
-939
Closed -$240K – 173
2023
Q1 		$240K Buy
939
+10
+1% +$2.46K 0.08% 157
2022
Q4 		$247K Buy
+929
New +$227K 0.09% 158
2022
Q2 		– Sell
-972
Closed -$293K – 173
2022
Q1 		$293K Buy
972
+78
+9% +$22.8K 0.11% 144
2021
Q4 		$321K Sell
894
-117
-12% -$40.3K 0.11% 146
2021
Q3 		$335K Buy
1,011
+9
+0.9% +$3.02K 0.13% 129
2021
Q2 		$307K Sell
1,002
-90
-8% -$25.2K 0.12% 137
2021
Q1 		$269K Buy
1,092
+18
+2% +$4.53K 0.11% 139
2020
Q4 		$293K Buy
+1,074
New +$267K 0.13% 122

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

44 Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, buying an estimated $3.06K and bringing the position to 608 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #174.

44 Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 16 quarters since. The position peaked at $558K in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • 44 Wealth Management held 608 shares of Intuitive Surgical worth $242K as of Q2 2026.
  • 44 Wealth Management bought 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
  • Intuitive Surgical made up 0.08% of 44 Wealth Management's portfolio in Q2 2026, its #174 holding.
  • 44 Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 16 quarters since.
  • 44 Wealth Management's Intuitive Surgical position peaked at $558K in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.