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Curio Wealth’s Intuitive Surgical ISRG Stock Holding History

Curio 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 		– Sell
-15
Closed -$6.92K – 597
2026
Q1 		$6.92K Hold
15
– – ﹤0.01% 246
2025
Q4 		$8.66K Buy
+15
New +$7.99K ﹤0.01% 251
2025
Q3 		– Sell
-15
Closed -$8.15K – 323
2025
Q2 		$8.15K Buy
15
+14
+1,400% +$7.32K ﹤0.01% 210
2025
Q1 		$7.83K Buy
+1
New +$553 ﹤0.01% 243

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

Curio Wealth's ISRG Position: Q2 2026 in Review

Curio Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 15 shares — an estimated $6.92K sold.

Curio Wealth first reported a position in ISRG in Q1 2025 and held it in 4 quarters. The position peaked at $8.66K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Curio Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 15 Intuitive Surgical shares in Q2 2026, an estimated $6.92K.
  • Curio Wealth first reported a position in Intuitive Surgical in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Intuitive Surgical position peaked at $8.66K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.