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Ariadne Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Ariadne 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 		$283K Sell
711
-302
-30% -$132K 0.13% 184
2026
Q1 		$467K Sell
1,013
-28
-3% -$14.2K 0.21% 108
2025
Q4 		$498K Sell
1,041
-82
-7% -$43.7K 0.21% 106
2025
Q3 		$635K Buy
1,123
+28
+3% +$13.4K 0.28% 80
2025
Q2 		$528K Sell
1,095
-95
-8% -$49.7K 0.25% 87
2025
Q1 		$638K Buy
1,190
+417
+54% +$231K 0.33% 66
2024
Q4 		$460K Buy
773
+36
+5% +$18.8K 0.21% 92
2024
Q3 		$386K Buy
+737
New +$343K 0.21% 98

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

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

Ariadne Wealth Management reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $132K and leaving 711 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #184.

Ariadne Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $638K in Q1 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ariadne Wealth Management held 711 shares of Intuitive Surgical worth $283K as of Q2 2026.
  • Ariadne Wealth Management sold 302 Intuitive Surgical shares in Q2 2026, an estimated $132K.
  • Intuitive Surgical made up 0.13% of Ariadne Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Ariadne Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Intuitive Surgical position peaked at $638K in Q1 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.