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

Ameliora 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 		$562K Buy
1,413
+388
+38% +$170K 0.17% 67
2026
Q1 		$473K Sell
1,025
-77
-7% -$39K 0.15% 71
2025
Q4 		$624K Buy
1,102
+60
+6% +$31.9K 0.19% 58
2025
Q3 		$466K Buy
1,042
+235
+29% +$113K 0.16% 71
2025
Q2 		$439K Buy
807
+457
+131% +$239K 0.16% 75
2025
Q1 		$173K Buy
350
+314
+872% +$174K 0.07% 106
2024
Q4 		$18.8K Hold
36
– – 0.01% 189
2024
Q3 		$17.7K Hold
36
– – 0.01% 127
2024
Q2 		$16K Hold
36
– – 0.01% 150
2024
Q1 		$14.4K Hold
36
– – 0.01% 166
2023
Q4 		$12.1K Hold
36
– – 0.01% 156
2023
Q3 		$10.5K Hold
36
– – 0.01% 184
2023
Q2 		$12.3K Hold
36
– – 0.01% 165
2023
Q1 		$9.2K Hold
36
– – 0.01% 187
2022
Q4 		$9.55K Hold
36
– – 0.01% 205
2022
Q3 		$6K Buy
+36
New +$7.73K ﹤0.01% 203

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

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

Ameliora Wealth Management increased its Intuitive Surgical (ISRG) stake by 38% in Q2 2026, buying an estimated $170K and bringing the position to 1,413 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #67.

Ameliora Wealth Management first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $624K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ameliora Wealth Management held 1,413 shares of Intuitive Surgical worth $562K as of Q2 2026.
  • Ameliora Wealth Management bought 388 Intuitive Surgical shares in Q2 2026, an estimated $170K.
  • Intuitive Surgical made up 0.17% of Ameliora Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Ameliora Wealth Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Intuitive Surgical position peaked at $624K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.