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Cassaday & Co Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cassaday & Co 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 		$239K Sell
602
-18
-3% -$7.86K ﹤0.01% 325
2026
Q1 		$286K Sell
620
-65
-9% -$32.9K 0.01% 294
2025
Q4 		$388K Buy
685
+43
+7% +$22.9K 0.01% 249
2025
Q3 		$287K Sell
642
-75
-10% -$36K 0.01% 285
2025
Q2 		$390K Buy
717
+88
+14% +$46K 0.01% 232
2025
Q1 		$312K Buy
+629
New +$348K 0.01% 251

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

Cassaday & Co Wealth Management's ISRG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.9% in Q2 2026, selling an estimated $7.86K and leaving 602 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Cassaday & Co Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cassaday & Co Wealth Management held 602 shares of Intuitive Surgical worth $239K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 18 Intuitive Surgical shares in Q2 2026, an estimated $7.86K.
  • Intuitive Surgical made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Cassaday & Co Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Cassaday & Co Wealth Management's Intuitive Surgical position peaked at $390K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.