PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Intuitive Surgical ISRG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$323K	Sell	810 -18	-2%	-$7.86K	0.09%	141
2026 Q1	$382K	Hold	828	–	–	0.11%	122
2025 Q4	$469K	Buy	828 +51	+7%	+$27.2K	0.14%	102
2025 Q3	$348K	Sell	777 -40	-5%	-$19.2K	0.11%	109
2025 Q2	$445K	Buy	817 +9	+1%	+$4.71K	0.15%	89
2025 Q1	$400K	Buy	808 +2	+0.2%	+$1.11K	0.15%	98
2024 Q4	$421K	Buy	806 +5	+0.6%	+$2.6K	0.17%	90
2024 Q3	$394K	Hold	801	–	–	0.2%	67
2024 Q2	$357K	Buy	801 +53	+7%	+$21.1K	0.2%	64
2024 Q1	$299K	Buy	748 +88	+13%	+$33.3K	0.2%	75
2023 Q4	$223K	Hold	660	–	–	0.14%	83
2023 Q3	$193K	Hold	660	–	–	0.14%	81
2023 Q2	$226K	Sell	660 -78	-11%	-$23.6K	0.17%	75
2023 Q1	$189K	Hold	738	–	–	0.15%	81
2022 Q4	$196K	Buy	+738	New	+$180K	0.17%	75

Other funds holding ISRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ISRG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q2 2026, selling an estimated $7.86K and leaving 810 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #141.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $469K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 810 shares of Intuitive Surgical worth $323K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 18 Intuitive Surgical shares in Q2 2026, an estimated $7.86K.
Intuitive Surgical made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #141 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Intuitive Surgical position peaked at $469K in Q4 2025.
1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.