Cabot Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cabot 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	$1.64M	Sell	4,115 -2,496	-38%	-$1.09M	0.17%	83
2026 Q1	$3.05M	Sell	6,611 -547	-8%	-$277K	0.35%	63
2025 Q4	$4.05M	Sell	7,158 -321	-4%	-$171K	0.45%	59
2025 Q3	$3.34M	Sell	7,479 -406	-5%	-$195K	0.37%	65
2025 Q2	$4.28M	Buy	+7,885	New	+$4.12M	0.51%	57
2013 Q3	–	Sell	-14,724	Closed	-$828K	–	163
2013 Q2	$828K	Buy	+14,724	New	+$811K	0.28%	112

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

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

Cabot Wealth Management reduced its Intuitive Surgical (ISRG) stake by 38% in Q2 2026, selling an estimated $1.09M and leaving 4,115 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #83.

Cabot Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.28M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Cabot Wealth Management held 4,115 shares of Intuitive Surgical worth $1.64M as of Q2 2026.
Cabot Wealth Management sold 2,496 Intuitive Surgical shares in Q2 2026, an estimated $1.09M.
Intuitive Surgical made up 0.17% of Cabot Wealth Management's portfolio in Q2 2026, its #83 holding.
Cabot Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 6 quarters since.
Cabot Wealth Management's Intuitive Surgical position peaked at $4.28M in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.