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Diversified Enterprises’s Intuitive Surgical ISRG Stock Holding History

Diversified Enterprises’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 		$896K Sell
2,254
-658
-23% -$287K 0.04% 175
2026
Q1 		$1.34M Buy
2,912
+166
+6% +$84K 0.07% 125
2025
Q4 		$1.56M Buy
2,746
+1,349
+97% +$718K 0.09% 96
2025
Q3 		$625K Sell
1,397
-22
-2% -$10.6K 0.04% 136
2025
Q2 		$771K Buy
1,419
+118
+9% +$61.7K 0.06% 116
2025
Q1 		$644K Buy
1,301
+479
+58% +$265K 0.05% 132
2024
Q4 		$429K Buy
822
+9
+1% +$4.69K 0.04% 148
2024
Q3 		$399K Buy
+813
New +$378K 0.04% 142

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

Diversified Enterprises's ISRG Position: Q2 2026 in Review

Diversified Enterprises reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $287K and leaving 2,254 shares worth $896K. The position accounts for 0.04% of the portfolio, ranked #175.

Diversified Enterprises first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Diversified Enterprises held 2,254 shares of Intuitive Surgical worth $896K as of Q2 2026.
  • Diversified Enterprises sold 658 Intuitive Surgical shares in Q2 2026, an estimated $287K.
  • Intuitive Surgical made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #175 holding.
  • Diversified Enterprises first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's Intuitive Surgical position peaked at $1.56M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.