DWS
ISRG icon

Dynamic Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Dynamic Wealth Strategies’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 		$5.96K Hold
15
– – ﹤0.01% 257
2026
Q1 		$6.92K Hold
15
– – ﹤0.01% 246
2025
Q4 		$8.49K Hold
15
– – 0.01% 220
2025
Q3 		$6.71K Hold
15
– – ﹤0.01% 216
2025
Q2 		$8.15K Hold
15
– – 0.01% 206
2025
Q1 		$7.43K Buy
+15
New +$8.29K 0.01% 202
2024
Q4 		– Sell
-15
Closed -$7K – 145
2024
Q3 		$7K Hold
15
– – 0.01% 207
2024
Q2 		$7K Sell
15
-45
-75% -$17.9K 0.01% 210
2024
Q1 		$24K Hold
60
– – 0.02% 153
2023
Q4 		$20.2K Buy
+60
New +$17.9K 0.02% 166

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

Dynamic Wealth Strategies's ISRG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 15 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Dynamic Wealth Strategies first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $24K in Q1 2024. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dynamic Wealth Strategies held 15 shares of Intuitive Surgical worth $5.96K as of Q2 2026.
  • Dynamic Wealth Strategies left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #257 holding.
  • Dynamic Wealth Strategies first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Intuitive Surgical position peaked at $24K in Q1 2024.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.