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Aries Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Aries 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 		$461K Buy
1,159
+20
+2% +$8.74K 0.09% 160
2026
Q1 		$525K Buy
1,139
+354
+45% +$179K 0.12% 144
2025
Q4 		$445K Buy
785
+140
+22% +$74.5K 0.1% 156
2025
Q3 		$288K Buy
645
+137
+27% +$65.7K 0.07% 188
2025
Q2 		$276K Sell
508
-23
-4% -$12K 0.07% 190
2025
Q1 		$263K Buy
+531
New +$294K 0.07% 194
2023
Q4 		– Sell
-918
Closed -$252K – 206
2023
Q3 		$252K Buy
918
+1
+0.1% +$312 0.1% 167
2023
Q2 		$314K Sell
917
-177
-16% -$53.6K 0.12% 147
2023
Q1 		$279K Sell
1,094
-57
-5% -$14K 0.11% 152
2022
Q4 		$305K Sell
1,151
-240
-17% -$58.5K 0.13% 145
2022
Q3 		$343K Buy
1,391
+15
+1% +$3.22K 0.15% 129
2022
Q2 		$276K Buy
+1,376
New +$323K 0.13% 133
2022
Q1 		– Sell
-1,364
Closed -$490K – 142
2021
Q4 		$490K Buy
1,364
+113
+9% +$38.9K 0.19% 112
2021
Q3 		$415K Hold
1,251
– – 0.18% 116
2021
Q2 		$383K Buy
1,251
+21
+2% +$5.89K 0.16% 122
2021
Q1 		$322K Buy
1,230
+480
+64% +$121K 0.14% 127
2020
Q4 		$205K Buy
+750
New +$186K 0.1% 152

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

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

Aries Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, buying an estimated $8.74K and bringing the position to 1,159 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #160.

Aries Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 17 quarters since. The position peaked at $525K in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aries Wealth Management held 1,159 shares of Intuitive Surgical worth $461K as of Q2 2026.
  • Aries Wealth Management bought 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up 0.09% of Aries Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Aries Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 17 quarters since.
  • Aries Wealth Management's Intuitive Surgical position peaked at $525K in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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