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Causey Wealth LLC’s Intuitive Surgical ISRG Stock Holding History

Causey Wealth LLC’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 		$376K Sell
946
-12
-1% -$5.24K 0.15% 66
2026
Q1 		$442K Sell
958
-5
-0.5% -$2.53K 0.19% 56
2025
Q4 		$545K Buy
963
+310
+47% +$165K 0.25% 48
2025
Q3 		$292K Hold
653
– – 0.14% 56
2025
Q2 		$355K Hold
653
– – 0.18% 49
2025
Q1 		$323K Hold
653
– – 0.18% 51
2024
Q4 		$341K Buy
+653
New +$340K 0.2% 50

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

Causey Wealth LLC's ISRG Position: Q2 2026 in Review

Causey Wealth LLC reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q2 2026, selling an estimated $5.24K and leaving 946 shares worth $376K. The position accounts for 0.15% of the portfolio, ranked #66.

Causey Wealth LLC first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Causey Wealth LLC held 946 shares of Intuitive Surgical worth $376K as of Q2 2026.
  • Causey Wealth LLC sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.15% of Causey Wealth LLC's portfolio in Q2 2026, its #66 holding.
  • Causey Wealth LLC first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's Intuitive Surgical position peaked at $545K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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