Burton Enright Welch’s Intuitive Surgical ISRG Stock Holding History

Burton Enright Welch’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	$299K	Sell	752 -73	-9%	-$31.9K	0.04%	122
2026 Q1	$380K	Buy	825 +57	+7%	+$28.8K	0.05%	105
2025 Q4	$435K	Buy	768 +55	+8%	+$29.3K	0.06%	96
2025 Q3	$319K	Sell	713 -17	-2%	-$8.16K	0.05%	109
2025 Q2	$397K	Buy	730 +11	+2%	+$5.75K	0.07%	86
2025 Q1	$356K	Buy	719 +132	+22%	+$73K	0.07%	76
2024 Q4	$306K	Hold	587	–	–	0.06%	82
2024 Q3	$288K	Hold	587	–	–	0.06%	78
2024 Q2	$261K	Hold	587	–	–	0.06%	83
2024 Q1	$234K	Buy	+587	New	+$222K	0.06%	79
2023 Q3	–	Sell	-587	Closed	-$201K	–	74
2023 Q2	$201K	Buy	+587	New	+$178K	0.06%	70
2022 Q1	–	Sell	-577	Closed	-$207K	–	63
2021 Q4	$207K	Buy	+577	New	+$199K	0.14%	56

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

Burton Enright Welch's ISRG Position: Q2 2026 in Review

Burton Enright Welch reduced its Intuitive Surgical (ISRG) stake by 8.8% in Q2 2026, selling an estimated $31.9K and leaving 752 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #122.

Burton Enright Welch first reported a position in ISRG in Q4 2021 and has held it in 12 quarters since. The position peaked at $435K in Q4 2025. 2,245 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Burton Enright Welch held 752 shares of Intuitive Surgical worth $299K as of Q2 2026.
Burton Enright Welch sold 73 Intuitive Surgical shares in Q2 2026, an estimated $31.9K.
Intuitive Surgical made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #122 holding.
Burton Enright Welch first reported a position in Intuitive Surgical in Q4 2021 and has held it in 12 quarters since.
Burton Enright Welch's Intuitive Surgical position peaked at $435K in Q4 2025.
2,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.