GM
ISRG icon

GeoWealth Management’s Intuitive Surgical ISRG Stock Holding History

GeoWealth 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 		$868K Sell
2,185
-50
-2% -$21.8K 0.03% 355
2026
Q1 		$1.03M Buy
2,235
+80
+4% +$40.5K 0.04% 276
2025
Q4 		$1.22M Buy
2,155
+146
+7% +$77.7K 0.05% 236
2025
Q3 		$898K Sell
2,009
-45
-2% -$21.6K 0.03% 326
2025
Q2 		$1.12M Sell
2,054
-257
-11% -$134K 0.04% 227
2025
Q1 		$1.14M Sell
2,311
-934
-29% -$517K 0.05% 231
2024
Q4 		$1.69M Buy
3,245
+48
+2% +$25K 0.06% 198
2024
Q3 		$1.57M Sell
3,197
-128
-4% -$59.6K 0.06% 222
2024
Q2 		$1.48M Buy
3,325
+317
+11% +$126K 0.06% 201
2024
Q1 		$1.2M Buy
3,008
+782
+35% +$295K 0.05% 259
2023
Q4 		$751K Buy
+2,226
New +$664K 0.06% 255

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

GeoWealth Management's ISRG Position: Q2 2026 in Review

GeoWealth Management reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q2 2026, selling an estimated $21.8K and leaving 2,185 shares worth $868K. The position accounts for 0.03% of the portfolio, ranked #355.

GeoWealth Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q4 2024. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • GeoWealth Management held 2,185 shares of Intuitive Surgical worth $868K as of Q2 2026.
  • GeoWealth Management sold 50 Intuitive Surgical shares in Q2 2026, an estimated $21.8K.
  • Intuitive Surgical made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #355 holding.
  • GeoWealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Intuitive Surgical position peaked at $1.69M in Q4 2024.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.