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Angeles Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Angeles 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 		$1.39M Sell
3,505
-1,258
-26% -$550K 0.06% 129
2026
Q1 		$2.2M Buy
4,763
+137
+3% +$69.3K 0.12% 73
2025
Q4 		$2.62M Buy
4,626
+230
+5% +$122K 0.14% 61
2025
Q3 		$1.97M Sell
4,396
-293
-6% -$141K 0.12% 65
2025
Q2 		$2.55M Buy
4,689
+436
+10% +$228K 0.17% 50
2025
Q1 		$2.11M Buy
4,253
+56
+1% +$31K 0.18% 53
2024
Q4 		$2.19M Sell
4,197
-407
-9% -$212K 0.18% 49
2024
Q3 		$2.26M Sell
4,604
-124
-3% -$57.7K 0.19% 48
2024
Q2 		$2.1M Sell
4,728
-18
-0.4% -$7.17K 0.2% 47
2024
Q1 		$1.89M Buy
4,746
+127
+3% +$48K 0.19% 46
2023
Q4 		$1.56M Buy
4,619
+20
+0.4% +$5.96K 0.19% 47
2023
Q3 		$1.34M Sell
4,599
-1
-0% -$312 0.19% 46
2023
Q2 		$1.57M Buy
4,600
+18
+0.4% +$5.45K 0.21% 50
2023
Q1 		$1.17M Sell
4,582
-331
-7% -$81.5K 0.17% 58
2022
Q4 		$1.3M Buy
4,913
+316
+7% +$77K 0.23% 55
2022
Q3 		$862K Buy
4,597
+51
+1% +$11K 0.17% 68
2022
Q2 		$912K Sell
4,546
-8
-0.2% -$1.88K 0.18% 67
2022
Q1 		$1.37M Buy
+4,554
New +$1.33M 0.26% 53

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 $3.38T AUM 44.17% 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

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

Angeles Wealth Management reduced its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, selling an estimated $550K and leaving 3,505 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #129.

Angeles Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Angeles Wealth Management held 3,505 shares of Intuitive Surgical worth $1.39M as of Q2 2026.
  • Angeles Wealth Management sold 1,258 Intuitive Surgical shares in Q2 2026, an estimated $550K.
  • Intuitive Surgical made up 0.06% of Angeles Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Angeles Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Intuitive Surgical position peaked at $2.62M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.