Elk River Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.13M Sell
2,843
-6,909
-71% -$3.02M 0.18% 56
2026
Q1
$4.5M Buy
+9,752
New +$4.93M 0.75% 36

Other funds holding ISRG

Elk River Wealth Management's ISRG Position: Q2 2026 in Review

Elk River Wealth Management reduced its Intuitive Surgical (ISRG) stake by 71% in Q2 2026, selling an estimated $3.02M and leaving 2,843 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #56.

Elk River Wealth Management first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.5M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Elk River Wealth Management held 2,843 shares of Intuitive Surgical worth $1.13M as of Q2 2026.
  • Elk River Wealth Management sold 6,909 Intuitive Surgical shares in Q2 2026, an estimated $3.02M.
  • Intuitive Surgical made up 0.18% of Elk River Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Elk River Wealth Management first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Elk River Wealth Management's Intuitive Surgical position peaked at $4.5M in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.