Corient Private Wealth
ISRG icon

Corient Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Corient Private 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 		$131M Sell
329,718
-7,045
-2% -$3.08M 0.18% 111
2026
Q1 		$158M Sell
336,763
-42,075
-11% -$21.3M 0.23% 91
2025
Q4 		$215M Buy
378,838
+57,055
+18% +$30.4M 0.29% 74
2025
Q3 		$144M Buy
321,783
+18,112
+6% +$8.69M 0.23% 91
2025
Q2 		$165M Buy
303,671
+123,766
+69% +$64.7M 0.22% 90
2025
Q1 		$89.1M Sell
179,905
-7,612
-4% -$4.21M 0.15% 152
2024
Q4 		$97.9M Sell
187,517
-8,087
-4% -$4.21M 0.16% 140
2024
Q3 		$96.1M Buy
195,604
+2,680
+1% +$1.25M 0.15% 144
2024
Q2 		$85.8M Buy
192,924
+33,398
+21% +$13.3M 0.15% 147
2024
Q1 		$63.7M Buy
159,526
+26
+0% +$9.82K 0.11% 187
2023
Q4 		$53.8M Buy
159,500
+12,569
+9% +$3.75M 0.1% 208
2023
Q3 		$43M Sell
146,931
-1,348
-0.9% -$421K 0.1% 221
2023
Q2 		$50.7M Buy
148,279
+4,036
+3% +$1.22M 0.12% 182
2023
Q1 		$36.8M Buy
144,243
+65,678
+84% +$16.2M 0.1% 201
2022
Q4 		$20.9M Buy
+78,565
New +$19.2M 0.08% 259

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

Corient Private Wealth's ISRG Position: Q2 2026 in Review

Corient Private Wealth reduced its Intuitive Surgical (ISRG) stake by 2.1% in Q2 2026, selling an estimated $3.08M and leaving 329,718 shares worth $131M. The position accounts for 0.18% of the portfolio, ranked #111.

Corient Private Wealth first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $215M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Corient Private Wealth held 329,718 shares of Intuitive Surgical worth $131M as of Q2 2026.
  • Corient Private Wealth sold 7,045 Intuitive Surgical shares in Q2 2026, an estimated $3.08M.
  • Intuitive Surgical made up 0.18% of Corient Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Corient Private Wealth first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Intuitive Surgical position peaked at $215M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.