Gilliland Jeter Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Gilliland Jeter 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
2026 Q2	$1.87M	Sell	4,708 -108	-2%	-$47.2K	0.49%	56
2026 Q1	$2.22M	Sell	4,816 -108	-2%	-$54.6K	0.66%	42
2025 Q4	$2.79M	Sell	4,924 -158	-3%	-$84.1K	0.84%	32
2025 Q3	$2.27M	Buy	5,082 +173	+4%	+$83K	0.7%	36
2025 Q2	$2.67M	Sell	4,909 -61	-1%	-$31.9K	0.87%	30
2025 Q1	$2.46M	Sell	4,970 -50	-1%	-$27.7K	0.87%	32
2024 Q4	$2.62M	Sell	5,020 -19	-0.4%	-$9.9K	0.88%	30
2024 Q3	$2.48M	Buy	5,039 +88	+2%	+$41K	0.8%	31
2024 Q2	$2.2M	Hold	4,951	–	–	0.74%	35
2024 Q1	$1.98M	Hold	4,951	–	–	0.69%	37
2023 Q4	$1.67M	Buy	+4,951	New	+$1.48M	0.69%	39

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

Gilliland Jeter Wealth Management's ISRG Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q2 2026, selling an estimated $47.2K and leaving 4,708 shares worth $1.87M. The position accounts for 0.49% of the portfolio, ranked #56.

Gilliland Jeter Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Gilliland Jeter Wealth Management held 4,708 shares of Intuitive Surgical worth $1.87M as of Q2 2026.
Gilliland Jeter Wealth Management sold 108 Intuitive Surgical shares in Q2 2026, an estimated $47.2K.
Intuitive Surgical made up 0.49% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #56 holding.
Gilliland Jeter Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Intuitive Surgical position peaked at $2.79M in Q4 2025.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.