AWM
ISRG icon

Aprio Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Aprio 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 		$384K Buy
965
+64
+7% +$28K 0.02% 446
2026
Q1 		$415K Sell
901
-30
-3% -$15.2K 0.02% 411
2025
Q4 		$527K Buy
931
+396
+74% +$211K 0.03% 309
2025
Q3 		$239K Sell
535
-89
-14% -$42.7K 0.02% 381
2025
Q2 		$339K Buy
+624
New +$326K 0.04% 256

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

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

Aprio Wealth Management increased its Intuitive Surgical (ISRG) stake by 7.1% in Q2 2026, buying an estimated $28K and bringing the position to 965 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #446.

Aprio Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $527K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aprio Wealth Management held 965 shares of Intuitive Surgical worth $384K as of Q2 2026.
  • Aprio Wealth Management bought 64 Intuitive Surgical shares in Q2 2026, an estimated $28K.
  • Intuitive Surgical made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Aprio Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Intuitive Surgical position peaked at $527K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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