AWM
ISRG icon

Axxcess Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Axxcess 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 		$3.86M Buy
+9,709
New +$4.24M 0.06% 271
2026
Q1 		– Sell
-9,252
Closed -$5.24M – 696
2025
Q4 		$5.24M Buy
9,252
+1,341
+17% +$714K 0.09% 202
2025
Q3 		$3.54M Sell
7,911
-3,106
-28% -$1.49M 0.07% 207
2025
Q2 		$5.99M Buy
11,017
+2,129
+24% +$1.11M 0.14% 129
2025
Q1 		$4.4M Sell
8,888
-594
-6% -$328K 0.12% 150
2024
Q4 		$4.95M Sell
9,482
-611
-6% -$318K 0.12% 140
2024
Q3 		$4.96M Sell
10,093
-2,461
-20% -$1.15M 0.12% 138
2024
Q2 		$5.58M Buy
12,554
+2,003
+19% +$798K 0.15% 120
2024
Q1 		$4.21M Buy
10,551
+1,618
+18% +$611K 0.12% 149
2023
Q4 		$3.01M Buy
8,933
+492
+6% +$147K 0.09% 183
2023
Q3 		$2.47M Buy
8,441
+7,104
+531% +$2.22M 0.08% 178
2023
Q2 		$457K Sell
1,337
-92
-6% -$27.8K 0.03% 372
2023
Q1 		$365K Sell
1,429
-12
-0.8% -$2.96K 0.03% 440
2022
Q4 		$382K Sell
1,441
-431
-23% -$105K 0.03% 403
2022
Q3 		$351K Sell
1,872
-4
-0.2% -$859 0.03% 375
2022
Q2 		$377K Sell
1,876
-1,011
-35% -$237K 0.03% 358
2022
Q1 		$871K Buy
2,887
+1,065
+58% +$311K 0.07% 246
2021
Q4 		$655K Buy
+1,822
New +$627K 0.05% 301

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

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

Axxcess Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 9,709 shares worth $3.86M. The stake represents 0.06% of the portfolio and ranks #271 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ISRG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.99M in Q2 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Axxcess Wealth Management held 9,709 shares of Intuitive Surgical worth $3.86M as of Q2 2026.
  • Intuitive Surgical was a new Axxcess Wealth Management position in Q2 2026.
  • Intuitive Surgical made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Axxcess Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Intuitive Surgical position peaked at $5.99M in Q2 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.