EWM
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Elevatus Welath Management’s Intuitive Surgical ISRG Stock Holding History

Elevatus Welath 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 		$224K Hold
563
– – 0.05% 225
2026
Q1 		$260K Buy
563
+7
+1% +$3.54K 0.14% 117
2025
Q4 		$315K Sell
556
-149
-21% -$79.3K 0.09% 116
2025
Q3 		$315K Sell
705
-7,487
-91% -$3.59M 0.09% 94
2025
Q2 		$4.45M Buy
+8,192
New +$4.28M 1.48% 23
2025
Q1 		– Sell
-8,412
Closed -$4.39M – 111
2024
Q4 		$4.39M Buy
8,412
+223
+3% +$116K 1.5% 18
2024
Q3 		$4.02M Buy
8,189
+107
+1% +$49.8K 1.32% 24
2024
Q2 		$3.6M Buy
+8,082
New +$3.22M 1.34% 25
2023
Q4 		– Sell
-12,264
Closed -$3.58M – 101
2023
Q3 		$3.58M Buy
+12,264
New +$3.83M 3.24% 11

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

Elevatus Welath Management's ISRG Position: Q2 2026 in Review

Elevatus Welath Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 563 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #225.

Elevatus Welath Management first reported a position in ISRG in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.45M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Elevatus Welath Management held 563 shares of Intuitive Surgical worth $224K as of Q2 2026.
  • Elevatus Welath Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.05% of Elevatus Welath Management's portfolio in Q2 2026, its #225 holding.
  • Elevatus Welath Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 9 quarters since.
  • Elevatus Welath Management's Intuitive Surgical position peaked at $4.45M in Q2 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.