Dogwood Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Dogwood 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	$9.15K	Sell	23 -30	-57%	-$13.1K	﹤0.01%	406
2026 Q1	$24.4K	Sell	53 -3	-5%	-$1.52K	0.01%	218
2025 Q4	$31.7K	Sell	56 -1,568	-97%	-$835K	0.01%	155
2025 Q3	$726K	Buy	1,624 +182	+13%	+$87.3K	0.33%	60
2025 Q2	$760K	Buy	1,442 +140	+11%	+$73.2K	0.37%	57
2025 Q1	$645K	Buy	+1,302	New	+$720K	0.34%	70
2024 Q3	–	Hold	0	–	–	–	207
2024 Q2	–	Sell	-36	Closed	-$14.3K	–	256
2024 Q1	$14.4K	Sell	36 -42	-54%	-$15.9K	0.01%	170
2023 Q4	$26.3K	Buy	+78	New	+$23.3K	0.02%	140

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

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

Dogwood Wealth Management reduced its Intuitive Surgical (ISRG) stake by 57% in Q2 2026, selling an estimated $13.1K and leaving 23 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Dogwood Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 8 quarters since. The position peaked at $760K in Q2 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Dogwood Wealth Management held 23 shares of Intuitive Surgical worth $9.15K as of Q2 2026.
Dogwood Wealth Management sold 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
Intuitive Surgical made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #406 holding.
Dogwood Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 8 quarters since.
Dogwood Wealth Management's Intuitive Surgical position peaked at $760K in Q2 2025.
2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.