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Family Management’s Intuitive Surgical ISRG Stock Holding History

Family 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 		$245K Sell
616
-258
-30% -$113K 0.03% 246
2026
Q1 		$403K Buy
874
+120
+16% +$60.7K 0.05% 181
2025
Q4 		$427K Buy
754
+95
+14% +$50.6K 0.05% 152
2025
Q3 		$295K Sell
659
-18
-3% -$8.64K 0.04% 164
2025
Q2 		$368K Buy
677
+76
+13% +$39.7K 0.06% 138
2025
Q1 		$298K Buy
+601
New +$332K 0.05% 139

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

Family Management's ISRG Position: Q2 2026 in Review

Family Management reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $113K and leaving 616 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #246.

Family Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Family Management held 616 shares of Intuitive Surgical worth $245K as of Q2 2026.
  • Family Management sold 258 Intuitive Surgical shares in Q2 2026, an estimated $113K.
  • Intuitive Surgical made up 0.03% of Family Management's portfolio in Q2 2026, its #246 holding.
  • Family Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Family Management's Intuitive Surgical position peaked at $427K in Q4 2025.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.