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Confluence Wealth Services’s Intuitive Surgical ISRG Stock Holding History

Confluence Wealth Services’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 		$490K Buy
1,232
+170
+16% +$74.3K 0.01% 334
2026
Q1 		$490K Buy
1,062
+504
+90% +$255K 0.02% 266
2025
Q4 		$316K Sell
558
-18
-3% -$9.58K 0.01% 312
2025
Q3 		$258K Sell
576
-45
-7% -$21.6K 0.01% 331
2025
Q2 		$337K Buy
621
+36
+6% +$18.8K 0.02% 294
2025
Q1 		$285K Hold
585
– – 0.02% 292
2024
Q4 		$356K Sell
585
-88
-13% -$45.8K 0.02% 257
2024
Q3 		$331K Sell
673
-101
-13% -$47K 0.02% 268
2024
Q2 		$344K Buy
774
+108
+16% +$43K 0.03% 277
2024
Q1 		$266K Buy
666
+66
+11% +$24.9K 0.02% 290
2023
Q4 		$202K Buy
+600
New +$179K 0.02% 285
2022
Q1 		– Sell
-498
Closed -$178K – 687
2021
Q4 		$178K Buy
+498
New +$171K 0.06% 239

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

Confluence Wealth Services's ISRG Position: Q2 2026 in Review

Confluence Wealth Services increased its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, buying an estimated $74.3K and bringing the position to 1,232 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #334.

Confluence Wealth Services first reported a position in ISRG in Q4 2021 and has held it in 12 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Confluence Wealth Services held 1,232 shares of Intuitive Surgical worth $490K as of Q2 2026.
  • Confluence Wealth Services bought 170 Intuitive Surgical shares in Q2 2026, an estimated $74.3K.
  • Intuitive Surgical made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #334 holding.
  • Confluence Wealth Services first reported a position in Intuitive Surgical in Q4 2021 and has held it in 12 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.