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Cherrydale Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cherrydale 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 		– Sell
-463
Closed -$213K – 86
2026
Q1 		$213K Sell
463
-10
-2% -$5.06K 0.07% 72
2025
Q4 		$268K Buy
473
+11
+2% +$5.86K 0.08% 59
2025
Q3 		$207K Sell
462
-34
-7% -$16.3K 0.06% 75
2025
Q2 		$270K Buy
496
+34
+7% +$17.8K 0.09% 57
2025
Q1 		$229K Sell
462
-3
-0.6% -$1.66K 0.09% 61
2024
Q4 		$243K Hold
465
– – 0.09% 60
2024
Q3 		$228K Hold
465
– – 0.09% 57
2024
Q2 		$207K Buy
+465
New +$185K 0.09% 60

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

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

Cherrydale Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 463 shares — an estimated $213K sold.

Cherrydale Wealth Management first reported a position in ISRG in Q2 2024 and held it in 8 quarters. The position peaked at $270K in Q2 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cherrydale Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Cherrydale Wealth Management sold 463 Intuitive Surgical shares in Q2 2026, an estimated $213K.
  • Cherrydale Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and held it in 8 quarters.
  • Cherrydale Wealth Management's Intuitive Surgical position peaked at $270K in Q2 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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