Atwood & Palmer’s Intuitive Surgical ISRG Stock Holding History

Atwood & Palmer’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	$68.4K	Hold	172	–	–	﹤0.01%	226
2026 Q1	$79.3K	Hold	172	–	–	﹤0.01%	214
2025 Q4	$97.4K	Buy	172 +1	+0.6%	+$532	0.01%	190
2025 Q3	$76.5K	Sell	171 -4	-2%	-$1.92K	﹤0.01%	213
2025 Q2	$95.1K	Hold	175	–	–	0.01%	194
2025 Q1	$86.7K	Hold	175	–	–	0.01%	193
2024 Q4	$91.3K	Sell	175 -2	-1%	-$1.04K	0.01%	183
2024 Q3	$87K	Buy	177 +6	+4%	+$2.79K	0.01%	195
2024 Q2	$76.1K	Hold	171	–	–	0.01%	204
2024 Q1	$68.2K	Buy	171 +3	+2%	+$1.13K	0.01%	201
2023 Q4	$56.7K	Hold	168	–	–	﹤0.01%	215
2023 Q3	$49.1K	Hold	168	–	–	﹤0.01%	212
2023 Q2	$57.4K	Hold	168	–	–	0.01%	216
2023 Q1	$42.9K	Hold	168	–	–	﹤0.01%	210
2022 Q4	$44.6K	Hold	168	–	–	﹤0.01%	216
2022 Q3	$31K	Hold	168	–	–	﹤0.01%	230
2022 Q2	$34K	Hold	168	–	–	﹤0.01%	243
2022 Q1	$51K	Hold	168	–	–	﹤0.01%	218
2021 Q4	$60K	Hold	168	–	–	0.01%	218
2021 Q3	$56K	Buy	+168	New	+$56.4K	0.01%	219

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

Atwood & Palmer's ISRG Position: Q2 2026 in Review

Atwood & Palmer held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 172 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Atwood & Palmer first reported a position in ISRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $97.4K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Atwood & Palmer held 172 shares of Intuitive Surgical worth $68.4K as of Q2 2026.
Atwood & Palmer left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #226 holding.
Atwood & Palmer first reported a position in Intuitive Surgical in Q3 2021 and has held it in 20 quarters since.
Atwood & Palmer's Intuitive Surgical position peaked at $97.4K in Q4 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.