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CM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

CM Wealth Advisors’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 		$508K Sell
1,278
-176
-12% -$76.9K 0.09% 95
2026
Q1 		$670K Hold
1,454
– – 0.14% 62
2025
Q4 		$823K Buy
+1,454
New +$774K 0.19% 53
2024
Q2 		– Sell
-2,076
Closed -$807K – 124
2024
Q1 		$807K Buy
+2,076
New +$784K 0.23% 43
2023
Q3 		– Sell
-2,329
Closed -$760K – 123
2023
Q2 		$760K Sell
2,329
-15,664
-87% -$4.74M 0.25% 38
2023
Q1 		$5.31M Buy
+17,993
New +$4.43M 1.03% 8

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

CM Wealth Advisors's ISRG Position: Q2 2026 in Review

CM Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $76.9K and leaving 1,278 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #95.

CM Wealth Advisors first reported a position in ISRG in Q1 2023 and has held it in 6 quarters since. The position peaked at $5.31M in Q1 2023. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CM Wealth Advisors held 1,278 shares of Intuitive Surgical worth $508K as of Q2 2026.
  • CM Wealth Advisors sold 176 Intuitive Surgical shares in Q2 2026, an estimated $76.9K.
  • Intuitive Surgical made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • CM Wealth Advisors first reported a position in Intuitive Surgical in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's Intuitive Surgical position peaked at $5.31M in Q1 2023.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.