Diversify Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Diversify 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	$9.22M	Buy	25,839 +2,801	+12%	+$1.22M	0.15%	141
2026 Q1	$10.5M	Buy	23,038 +12,912	+128%	+$6.53M	0.19%	114
2025 Q4	$5.69M	Buy	10,126 +526	+5%	+$280K	0.27%	100
2025 Q3	$5.22M	Sell	9,600 -313	-3%	-$150K	0.3%	94
2025 Q2	$4.74M	Buy	9,913 +966	+11%	+$505K	0.29%	96
2025 Q1	$4.61M	Buy	8,947 +884	+11%	+$489K	0.34%	73
2024 Q4	$4.41M	Buy	8,063 +4,066	+102%	+$2.12M	0.34%	73
2024 Q3	$2.05M	Buy	3,997 +934	+30%	+$435K	0.2%	132
2024 Q2	$1.34M	Buy	+3,063	New	+$1.22M	0.17%	134

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Diversify Wealth Management increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $1.22M and bringing the position to 25,839 shares worth $9.22M. The position accounts for 0.15% of the portfolio, ranked #141.

Diversify Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Diversify Wealth Management held 25,839 shares of Intuitive Surgical worth $9.22M as of Q2 2026.
Diversify Wealth Management bought 2,801 Intuitive Surgical shares in Q2 2026, an estimated $1.22M.
Intuitive Surgical made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #141 holding.
Diversify Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Intuitive Surgical position peaked at $10.5M in Q1 2026.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.