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Flagship Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Flagship Private Wealth’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
-450
Closed -$207K – 118
2026
Q1 		$207K Hold
450
– – 0.08% 103
2025
Q4 		$255K Hold
450
– – 0.1% 103
2025
Q3 		$201K Hold
450
– – 0.08% 108
2025
Q2 		$245K Buy
+450
New +$235K 0.1% 91

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

Flagship Private Wealth's ISRG Position: Q2 2026 in Review

Flagship Private Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 450 shares — an estimated $207K sold.

Flagship Private Wealth first reported a position in ISRG in Q2 2025 and held it in 4 quarters. The position peaked at $255K in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Flagship Private Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Flagship Private Wealth sold 450 Intuitive Surgical shares in Q2 2026, an estimated $207K.
  • Flagship Private Wealth first reported a position in Intuitive Surgical in Q2 2025 and held it in 4 quarters.
  • Flagship Private Wealth's Intuitive Surgical position peaked at $255K in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.