Allied Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Allied Private 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 Q2	$9.96K	Buy	+24	New	+$10.5K	0.01%	520

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

Allied Private Wealth's ISRG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 24 shares worth $9.96K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings.

2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Allied Private Wealth held 24 shares of Intuitive Surgical worth $9.96K as of Q2 2026.
Intuitive Surgical was a new Allied Private Wealth position in Q2 2026.
Intuitive Surgical made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #520 holding.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.