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CreativeOne Wealth’s Intuitive Surgical ISRG Stock Holding History

CreativeOne 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 		$1.47M Sell
3,701
-182
-5% -$79.5K 0.03% 448
2026
Q1 		$1.79M Sell
3,883
-353
-8% -$179K 0.04% 384
2025
Q4 		$2.4M Sell
4,236
-47
-1% -$25K 0.06% 298
2025
Q3 		$1.92M Sell
4,283
-1,744
-29% -$837K 0.05% 347
2025
Q2 		$3.28M Buy
6,027
+555
+10% +$290K 0.09% 219
2025
Q1 		$2.71M Buy
5,472
+486
+10% +$269K 0.08% 240
2024
Q4 		$2.6M Buy
4,986
+2,331
+88% +$1.21M 0.08% 232
2024
Q3 		$1.3M Buy
2,655
+372
+16% +$173K 0.04% 359
2024
Q2 		$1.01M Sell
2,283
-41
-2% -$16.3K 0.05% 328
2024
Q1 		$927K Buy
2,324
+678
+41% +$256K 0.04% 397
2023
Q4 		$555K Buy
1,646
+75
+5% +$22.4K 0.04% 347
2023
Q3 		$459K Sell
1,571
-1,733
-52% -$541K 0.03% 349
2023
Q2 		$1.13M Sell
3,304
-183
-5% -$55.4K 0.05% 311
2023
Q1 		$890K Sell
3,487
-1,245
-26% -$307K 0.04% 324
2022
Q4 		$1.25M Sell
4,732
-74
-2% -$18K 0.07% 250
2022
Q3 		$901K Buy
4,806
+87
+2% +$18.7K 0.05% 281
2022
Q2 		$947K Sell
4,719
-125
-3% -$29.3K 0.05% 270
2022
Q1 		$1.46M Buy
4,844
+492
+11% +$144K 0.08% 218
2021
Q4 		$1.56M Sell
4,352
-2,101
-33% -$723K 0.08% 218
2021
Q3 		$2.18M Buy
6,453
+2,646
+70% +$889K 0.13% 138
2021
Q2 		$1.17M Buy
3,807
+660
+21% +$185K 0.07% 224
2021
Q1 		$775K Buy
3,147
+363
+13% +$91.3K 0.06% 245
2020
Q4 		$759K Buy
2,784
+1,122
+68% +$279K 0.06% 224
2020
Q3 		$393K Buy
+1,662
New +$373K 0.05% 182

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

CreativeOne Wealth's ISRG Position: Q2 2026 in Review

CreativeOne Wealth reduced its Intuitive Surgical (ISRG) stake by 4.7% in Q2 2026, selling an estimated $79.5K and leaving 3,701 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #448.

CreativeOne Wealth first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.28M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CreativeOne Wealth held 3,701 shares of Intuitive Surgical worth $1.47M as of Q2 2026.
  • CreativeOne Wealth sold 182 Intuitive Surgical shares in Q2 2026, an estimated $79.5K.
  • Intuitive Surgical made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #448 holding.
  • CreativeOne Wealth first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's Intuitive Surgical position peaked at $3.28M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.