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Drive Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Drive 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 		$417K Sell
1,049
-69
-6% -$30.1K 0.07% 223
2026
Q1 		$515K Sell
1,118
-43
-4% -$21.8K 0.11% 150
2025
Q4 		$658K Buy
1,161
+72
+7% +$38.3K 0.13% 136
2025
Q3 		$487K Sell
1,089
-350
-24% -$168K 0.1% 169
2025
Q2 		$782K Buy
1,439
+187
+15% +$97.8K 0.17% 113
2025
Q1 		$620K Sell
1,252
-34
-3% -$18.8K 0.15% 119
2024
Q4 		$671K Buy
1,286
+37
+3% +$19.3K 0.16% 105
2024
Q3 		$614K Sell
1,249
-8
-0.6% -$3.72K 0.16% 108
2024
Q2 		$559K Buy
1,257
+36
+3% +$14.3K 0.15% 116
2024
Q1 		$487K Sell
1,221
-16
-1% -$6.05K 0.14% 136
2023
Q4 		$417K Sell
1,237
-68
-5% -$20.3K 0.13% 144
2023
Q3 		$381K Sell
1,305
-23
-2% -$7.18K 0.14% 138
2023
Q2 		$454K Buy
1,328
+9
+0.7% +$2.72K 0.17% 121
2023
Q1 		$337K Buy
1,319
+7
+0.5% +$1.72K 0.14% 157
2022
Q4 		$348K Buy
+1,312
New +$320K 0.17% 141
2022
Q3 		– Sell
-1,094
Closed -$220K – 175
2022
Q2 		$220K Sell
1,094
-3
-0.3% -$704 0.2% 137
2022
Q1 		$331K Buy
1,097
+231
+27% +$67.5K 0.28% 94
2021
Q4 		$311K Buy
+866
New +$298K 0.27% 98

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

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

Drive Wealth Management reduced its Intuitive Surgical (ISRG) stake by 6.2% in Q2 2026, selling an estimated $30.1K and leaving 1,049 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #223.

Drive Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $782K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Drive Wealth Management held 1,049 shares of Intuitive Surgical worth $417K as of Q2 2026.
  • Drive Wealth Management sold 69 Intuitive Surgical shares in Q2 2026, an estimated $30.1K.
  • Intuitive Surgical made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Drive Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Drive Wealth Management's Intuitive Surgical position peaked at $782K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.