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Centric Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Centric 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 		$252K Hold
556
– – 0.04% 184
2026
Q1 		$252K Buy
556
+97
+21% +$49.1K 0.05% 179
2025
Q4 		$228K Buy
459
+3
+0.7% +$1.6K 0.05% 177
2025
Q3 		$244K Buy
456
+9
+2% +$4.32K 0.05% 171
2025
Q2 		$210K Sell
447
-9
-2% -$4.71K 0.05% 179
2025
Q1 		$226K Hold
456
– – 0.06% 155
2024
Q4 		$238K Hold
456
– – 0.06% 155
2024
Q3 		$235K Hold
456
– – 0.06% 159
2024
Q2 		$201K Buy
+456
New +$182K 0.06% 157

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

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

Centric Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 556 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #184.

Centric Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Centric Wealth Management held 556 shares of Intuitive Surgical worth $252K as of Q2 2026.
  • Centric Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.04% of Centric Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Centric Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.