AWM
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Activest Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Activest 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 		$11.9K Sell
30
-171
-85% -$74.7K ﹤0.01% 549
2026
Q1 		$92.7K Buy
201
+76
+61% +$38.4K 0.02% 241
2025
Q4 		$70.9K Buy
125
+13
+12% +$6.92K 0.01% 263
2025
Q3 		$50.2K Buy
112
+20
+22% +$9.6K 0.01% 262
2025
Q2 		$50.1K Buy
92
+13
+16% +$6.8K 0.01% 210
2025
Q1 		$39.2K Sell
79
-50
-39% -$27.7K 0.01% 209
2024
Q4 		$67.3K Sell
129
-14
-10% -$7.29K 0.02% 150
2024
Q3 		$70.2K Buy
143
+92
+180% +$42.8K 0.02% 149
2024
Q2 		$22.7K Buy
51
+21
+70% +$8.36K 0.01% 231
2024
Q1 		$11.8K Buy
+30
New +$11.3K 0.01% 208
2021
Q4 		– Sell
-18
Closed -$6K – 359
2021
Q3 		$6K Buy
+18
New +$6.04K ﹤0.01% 270

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

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

Activest Wealth Management reduced its Intuitive Surgical (ISRG) stake by 85% in Q2 2026, selling an estimated $74.7K and leaving 30 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Activest Wealth Management first reported a position in ISRG in Q3 2021 and has held it in 11 quarters since. The position peaked at $92.7K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Activest Wealth Management held 30 shares of Intuitive Surgical worth $11.9K as of Q2 2026.
  • Activest Wealth Management sold 171 Intuitive Surgical shares in Q2 2026, an estimated $74.7K.
  • Intuitive Surgical made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Activest Wealth Management first reported a position in Intuitive Surgical in Q3 2021 and has held it in 11 quarters since.
  • Activest Wealth Management's Intuitive Surgical position peaked at $92.7K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.