EWM
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Elite Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Elite 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 		$212K Sell
532
-64
-11% -$28K 0.06% 47
2026
Q1 		$275K Sell
596
-15,589
-96% -$7.89M 0.09% 41
2025
Q4 		$9.17M Sell
16,185
-944
-6% -$503K 2.5% 10
2025
Q3 		$7.66M Buy
17,129
+8,923
+109% +$4.28M 1.98% 9
2025
Q2 		$4.46M Sell
8,206
-9,908
-55% -$5.18M 1.47% 9
2025
Q1 		$8.97M Sell
18,114
-4,990
-22% -$2.76M 1.17% 8
2024
Q4 		$12.1M Sell
23,104
-831
-3% -$433K 1.49% 10
2024
Q3 		$11.8M Sell
23,935
-404
-2% -$188K 1.61% 8
2024
Q2 		$10.8M Buy
24,339
+45
+0.2% +$17.9K 0.36% 10
2024
Q1 		$9.7M Buy
24,294
+2,230
+10% +$843K 0.34% 10
2023
Q4 		$7.44M Sell
22,064
-454
-2% -$135K 0.46% 9
2023
Q3 		$6.58M Buy
22,518
+8,653
+62% +$2.7M 0.48% 10
2023
Q2 		$4.74M Buy
13,865
+1,622
+13% +$491K 0.36% 12
2023
Q1 		$3.13M Sell
12,243
-256
-2% -$63.1K 0.19% 13
2022
Q4 		$3.32M Sell
12,499
-195
-2% -$47.5K 0.3% 10
2022
Q3 		$2.38M Sell
12,694
-1,212
-9% -$260K 0.2% 12
2022
Q2 		$2.79M Sell
13,906
-403
-3% -$94.5K 0.42% 11
2022
Q1 		$4.32M Sell
14,309
-1,081
-7% -$316K 0.7% 10
2021
Q4 		$5.53M Sell
15,390
-720
-4% -$248K 0.78% 10
2021
Q3 		$5.34M Sell
16,110
-69
-0.4% -$23.2K 1.01% 10
2021
Q2 		$4.96M Sell
16,179
-612
-4% -$172K 0.45% 10
2021
Q1 		$4.14M Buy
16,791
+1,407
+9% +$354K 0.53% 10
2020
Q4 		$4.2M Sell
15,384
-150
-1% -$37.2K 0.54% 9
2020
Q3 		$3.67M Buy
15,534
+150
+1% +$33.7K 0.51% 7
2020
Q2 		$2.92M Buy
15,384
+45
+0.3% +$8.07K 0.86% 11
2020
Q1 		$2.53M Buy
+15,339
New +$2.81M 1.98% 10
2013
Q4 		– Sell
-261
Closed -$11K – 892
2013
Q3 		$11K Buy
+261
New +$11.5K 0.01% 297

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

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

Elite Wealth Management reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $28K and leaving 532 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #47.

Elite Wealth Management first reported a position in ISRG in Q3 2013 and has held it in 27 quarters since. The position peaked at $12.1M in Q4 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Elite Wealth Management held 532 shares of Intuitive Surgical worth $212K as of Q2 2026.
  • Elite Wealth Management sold 64 Intuitive Surgical shares in Q2 2026, an estimated $28K.
  • Intuitive Surgical made up 0.06% of Elite Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Elite Wealth Management first reported a position in Intuitive Surgical in Q3 2013 and has held it in 27 quarters since.
  • Elite Wealth Management's Intuitive Surgical position peaked at $12.1M in Q4 2024.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.