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Connecticut Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Connecticut 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 		$448K Buy
1,128
+8
+0.7% +$3.5K 0.02% 250
2026
Q1 		$516K Sell
1,120
-188
-14% -$95.1K 0.02% 225
2025
Q4 		$741K Buy
1,308
+23
+2% +$12.2K 0.03% 187
2025
Q3 		$574K Hold
1,285
– – 0.03% 221
2025
Q2 		$698K Buy
1,285
+115
+10% +$60.1K 0.03% 189
2025
Q1 		$579K Buy
1,170
+117
+11% +$64.7K 0.03% 197
2024
Q4 		$549K Buy
1,053
+27
+3% +$14.1K 0.03% 177
2024
Q3 		$504K Sell
1,026
-25
-2% -$11.6K 0.02% 215
2024
Q2 		$467K Sell
1,051
-45
-4% -$17.9K 0.02% 220
2024
Q1 		$437K Buy
1,096
+15
+1% +$5.67K 0.02% 225
2023
Q4 		$365K Buy
1,081
+46
+4% +$13.7K 0.02% 244
2023
Q3 		$302K Buy
+1,035
New +$323K 0.02% 226

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 $3.38T AUM 44.17% 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

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

Connecticut Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.71% in Q2 2026, buying an estimated $3.5K and bringing the position to 1,128 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #250.

Connecticut Wealth Management first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $741K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Connecticut Wealth Management held 1,128 shares of Intuitive Surgical worth $448K as of Q2 2026.
  • Connecticut Wealth Management bought 8 Intuitive Surgical shares in Q2 2026, an estimated $3.5K.
  • Intuitive Surgical made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Connecticut Wealth Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Connecticut Wealth Management's Intuitive Surgical position peaked at $741K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.