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Dakota Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Dakota 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 		$1.72M Sell
4,331
-318
-7% -$139K 0.03% 338
2026
Q1 		$2.14M Sell
4,649
-1,554
-25% -$786K 0.05% 275
2025
Q4 		$3.51M Buy
6,203
+1,511
+32% +$804K 0.06% 214
2025
Q3 		$2.1M Sell
4,692
-8,291
-64% -$3.98M 0.04% 253
2025
Q2 		$7.06M Sell
12,983
-10,043
-44% -$5.25M 0.15% 123
2025
Q1 		$11.4M Buy
23,026
+14,074
+157% +$7.78M 0.27% 82
2024
Q4 		$4.67M Sell
8,952
-306
-3% -$159K 0.11% 162
2024
Q3 		$4.55M Sell
9,258
-4,216
-31% -$1.96M 0.1% 174
2024
Q2 		$5.99M Buy
13,474
+4,396
+48% +$1.75M 0.14% 134
2024
Q1 		$3.62M Buy
9,078
+1,188
+15% +$449K 0.09% 192
2023
Q4 		$2.66M Sell
7,890
-1,982
-20% -$591K 0.1% 187
2023
Q3 		$2.89M Buy
9,872
+4,240
+75% +$1.32M 0.13% 163
2023
Q2 		$1.93M Buy
5,632
+2,209
+65% +$668K 0.09% 182
2023
Q1 		$875K Buy
3,423
+255
+8% +$62.8K 0.06% 252
2022
Q4 		$841K Buy
3,168
+369
+13% +$90K 0.06% 248
2022
Q3 		$525K Sell
2,799
-894
-24% -$192K 0.04% 333
2022
Q2 		$741K Sell
3,693
-2,394
-39% -$562K 0.07% 224
2022
Q1 		$1.84M Sell
6,087
-527
-8% -$154K 0.15% 156
2021
Q4 		$2.38M Buy
6,614
+11
+0.2% +$3.79K 0.25% 105
2021
Q3 		$2.19M Buy
6,603
+4,350
+193% +$1.46M 0.25% 108
2021
Q2 		$690K Sell
2,253
-3
-0.1% -$842 0.08% 190
2021
Q1 		$556K Sell
2,256
-3
-0.1% -$755 0.07% 200
2020
Q4 		$616K Buy
2,259
+57
+3% +$14.2K 0.08% 191
2020
Q3 		$521K Buy
2,202
+945
+75% +$212K 0.08% 173
2020
Q2 		$239K Buy
+1,257
New +$225K 0.04% 238
2020
Q1 		– Sell
-1,197
Closed -$236K – 294
2019
Q4 		$236K Hold
1,197
– – 0.04% 271
2019
Q3 		$215K Buy
+1,197
New +$207K 0.04% 278
2019
Q2 		– Sell
-1,209
Closed -$230K – 298
2019
Q1 		$230K Buy
+1,209
New +$215K 0.05% 266

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

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

Dakota Wealth Management reduced its Intuitive Surgical (ISRG) stake by 6.8% in Q2 2026, selling an estimated $139K and leaving 4,331 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #338.

Dakota Wealth Management first reported a position in ISRG in Q1 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q1 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dakota Wealth Management held 4,331 shares of Intuitive Surgical worth $1.72M as of Q2 2026.
  • Dakota Wealth Management sold 318 Intuitive Surgical shares in Q2 2026, an estimated $139K.
  • Intuitive Surgical made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Dakota Wealth Management first reported a position in Intuitive Surgical in Q1 2019 and has held it in 28 quarters since.
  • Dakota Wealth Management's Intuitive Surgical position peaked at $11.4M in Q1 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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