Elwood & Goetz Wealth Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$233K	Sell	586 -20	-3%	-$8.74K	0.03%	138
2026 Q1	$279K	Buy	606 +1	+0.2%	+$506	0.05%	115
2025 Q4	$343K	Buy	605 +25	+4%	+$13.3K	0.06%	91
2025 Q3	$259K	Hold	580	–	–	0.05%	108
2025 Q2	$315K	Sell	580 -14	-2%	-$7.32K	0.07%	88
2025 Q1	$294K	Buy	594 +14	+2%	+$7.74K	0.07%	77
2024 Q4	$303K	Hold	580	–	–	0.07%	77
2024 Q3	$285K	Buy	+580	New	+$270K	0.07%	77

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elwood & Goetz Wealth Advisory Group's ISRG Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Intuitive Surgical (ISRG) stake by 3.3% in Q2 2026, selling an estimated $8.74K and leaving 586 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #138.

Elwood & Goetz Wealth Advisory Group first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $343K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 586 shares of Intuitive Surgical worth $233K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
Intuitive Surgical made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #138 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's Intuitive Surgical position peaked at $343K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.