Finer Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Finer 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	–	Sell	-466	Closed	-$215K	–	89
2026 Q1	$215K	Hold	466	–	–	0.11%	84
2025 Q4	$264K	Sell	466 -226	-33%	-$120K	0.13%	75
2025 Q3	$309K	Sell	692 -61	-8%	-$29.3K	0.15%	69
2025 Q2	$409K	Hold	753	–	–	0.22%	60
2025 Q1	$373K	Sell	753 -10	-1%	-$5.53K	0.22%	66
2024 Q4	$398K	Sell	763 -74	-9%	-$38.5K	0.23%	66
2024 Q3	$411K	Hold	837	–	–	0.25%	60
2024 Q2	$372K	Hold	837	–	–	0.24%	61
2024 Q1	$334K	Hold	837	–	–	0.22%	65
2023 Q4	$282K	Sell	837 -78	-9%	-$23.3K	0.21%	68
2023 Q3	$267K	Hold	915	–	–	0.21%	67
2023 Q2	$313K	Hold	915	–	–	0.24%	66
2023 Q1	$234K	Sell	915 -4	-0.4%	-$985	0.2%	77
2022 Q4	$244K	Buy	+919	New	+$224K	0.23%	73
2022 Q2	–	Sell	-972	Closed	-$293K	–	81
2022 Q1	$293K	Hold	972	–	–	0.24%	74
2021 Q4	$349K	Buy	+972	New	+$334K	0.29%	67

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 $3.37T AUM 44.26% 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

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

Finer Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 466 shares — an estimated $215K sold.

Finer Wealth Management first reported a position in ISRG in Q4 2021 and held it in 16 quarters. The position peaked at $411K in Q3 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Finer Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Finer Wealth Management sold 466 Intuitive Surgical shares in Q2 2026, an estimated $215K.
Finer Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 16 quarters.
Finer Wealth Management's Intuitive Surgical position peaked at $411K in Q3 2024.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.