Channel Wealth’s Intuitive Surgical ISRG Stock Holding History

Channel Wealth’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	$929K	Sell	2,336 -2	-0.1%	-$874	0.21%	78
2026 Q1	$1.08M	Sell	2,338 -49	-2%	-$24.8K	0.26%	69
2025 Q4	$1.35M	Buy	2,387 +1,269	+114%	+$676K	0.34%	61
2025 Q3	$500K	Hold	1,118	–	–	0.13%	91
2025 Q2	$608K	Sell	1,118 -3	-0.3%	-$1.57K	0.17%	84
2025 Q1	$555K	Sell	1,121 -33	-3%	-$18.3K	0.17%	89
2024 Q4	$602K	Sell	1,154 -4	-0.3%	-$2.08K	0.2%	87
2024 Q3	$569K	Sell	1,158 -60	-5%	-$27.9K	0.19%	85
2024 Q2	$542K	Hold	1,218	–	–	0.2%	87
2024 Q1	$486K	Sell	1,218 -5	-0.4%	-$1.89K	0.2%	87
2023 Q4	$413K	Buy	1,223 +100	+9%	+$29.8K	0.19%	98
2023 Q3	$328K	Sell	1,123 -15	-1%	-$4.68K	0.18%	110
2023 Q2	$389K	Buy	1,138 +274	+32%	+$82.9K	0.22%	112
2023 Q1	$221K	Buy	+864	New	+$213K	0.14%	174

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

Channel Wealth's ISRG Position: Q2 2026 in Review

Channel Wealth reduced its Intuitive Surgical (ISRG) stake by 0.09% in Q2 2026, selling an estimated $874 and leaving 2,336 shares worth $929K. The position accounts for 0.21% of the portfolio, ranked #78.

Channel Wealth first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Channel Wealth held 2,336 shares of Intuitive Surgical worth $929K as of Q2 2026.
Channel Wealth sold 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
Intuitive Surgical made up 0.21% of Channel Wealth's portfolio in Q2 2026, its #78 holding.
Channel Wealth first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's Intuitive Surgical position peaked at $1.35M in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.