GC Wealth Management RIA’s Intuitive Surgical ISRG Stock Holding History

GC Wealth Management RIA’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	$6.44M	Sell	16,188 -598	-4%	-$261K	0.37%	58
2026 Q1	$7.74M	Sell	16,786 -705	-4%	-$357K	0.32%	47
2025 Q4	$9.91M	Sell	17,491 -2,502	-13%	-$1.33M	0.36%	35
2025 Q3	$8.94M	Buy	19,993 +11,053	+124%	+$5.3M	0.29%	55
2025 Q2	$4.86M	Buy	8,940 +6,951	+349%	+$3.63M	0.4%	46
2025 Q1	$985K	Sell	1,989 -100	-5%	-$55.3K	0.18%	106
2024 Q4	$1.09M	Sell	2,089 -170	-8%	-$88.5K	0.19%	104
2024 Q3	$1.11M	Sell	2,259 -38	-2%	-$17.7K	0.19%	104
2024 Q2	$1.02M	Sell	2,297 -91	-4%	-$36.2K	0.2%	99
2024 Q1	$953K	Buy	2,388 +651	+37%	+$246K	0.19%	103
2023 Q4	$586K	Buy	+1,737	New	+$518K	0.26%	102

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

GC Wealth Management RIA's ISRG Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Intuitive Surgical (ISRG) stake by 3.6% in Q2 2026, selling an estimated $261K and leaving 16,188 shares worth $6.44M. The position accounts for 0.37% of the portfolio, ranked #58.

GC Wealth Management RIA first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.91M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

GC Wealth Management RIA held 16,188 shares of Intuitive Surgical worth $6.44M as of Q2 2026.
GC Wealth Management RIA sold 598 Intuitive Surgical shares in Q2 2026, an estimated $261K.
Intuitive Surgical made up 0.37% of GC Wealth Management RIA's portfolio in Q2 2026, its #58 holding.
GC Wealth Management RIA first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Intuitive Surgical position peaked at $9.91M in Q4 2025.
2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.