BlackDiamond Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BlackDiamond 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	$275K	Buy	699 +152	+28%	+$66.4K	0.11%	181
2026 Q1	$252K	Sell	547 -61	-10%	-$30.9K	0.12%	165
2025 Q4	$300K	Buy	608 +19	+3%	+$10.1K	0.15%	145
2025 Q3	$263K	Buy	589 +11	+2%	+$5.28K	0.14%	141
2025 Q2	$311K	Buy	578 +65	+13%	+$34K	0.18%	109
2025 Q1	$275K	Sell	513 -102	-17%	-$56.4K	0.19%	109
2024 Q4	$321K	Buy	615 +21	+4%	+$10.9K	0.19%	113
2024 Q3	$319K	Buy	+594	New	+$277K	0.19%	114

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

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

BlackDiamond Wealth Management increased its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, buying an estimated $66.4K and bringing the position to 699 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #181.

BlackDiamond Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $321K in Q4 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

BlackDiamond Wealth Management held 699 shares of Intuitive Surgical worth $275K as of Q2 2026.
BlackDiamond Wealth Management bought 152 Intuitive Surgical shares in Q2 2026, an estimated $66.4K.
Intuitive Surgical made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #181 holding.
BlackDiamond Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's Intuitive Surgical position peaked at $321K in Q4 2024.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.