Atlantic Edge Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Atlantic Edge Private 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	$39K	Buy	98 +28	+40%	+$12.2K	0.01%	278
2026 Q1	$32.3K	Hold	70	–	–	0.01%	277
2025 Q4	$39.6K	Hold	70	–	–	0.01%	242
2025 Q3	$31.3K	Hold	70	–	–	0.01%	258
2025 Q2	$38K	Hold	70	–	–	0.01%	230
2025 Q1	$34.7K	Buy	70 +15	+27%	+$8.29K	0.01%	226
2024 Q4	$28.7K	Buy	55 +3	+6%	+$1.56K	0.01%	239
2024 Q3	$25.5K	Hold	52	–	–	0.01%	243
2024 Q2	$23.1K	Hold	52	–	–	0.01%	239
2024 Q1	$20.8K	Hold	52	–	–	0.01%	249
2023 Q4	$17.5K	Buy	+52	New	+$15.5K	0.01%	249

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's ISRG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 40% in Q2 2026, buying an estimated $12.2K and bringing the position to 98 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #278.

Atlantic Edge Private Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.6K in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Atlantic Edge Private Wealth Management held 98 shares of Intuitive Surgical worth $39K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 28 Intuitive Surgical shares in Q2 2026, an estimated $12.2K.
Intuitive Surgical made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #278 holding.
Atlantic Edge Private Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Intuitive Surgical position peaked at $39.6K in Q4 2025.
2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.