Focused Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Focused 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
2025 Q3	–	Sell	-300	Closed	-$163K	–	222
2025 Q2	$163K	Buy	+300	New	+$157K	0.02%	182

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

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

Focused Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 453 shares — an estimated $209K sold.

Focused Wealth Management first reported a position in ISRG in Q4 2024 and held it in 5 quarters. The position peaked at $237K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Focused Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Focused Wealth Management sold 453 Intuitive Surgical shares in Q2 2026, an estimated $209K.
Focused Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 5 quarters.
Focused Wealth Management's Intuitive Surgical position peaked at $237K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.