HWM
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Heirloom Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Heirloom 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 		– Sell
-20,342
Closed -$9.38M – 73
2026
Q1 		$9.38M Buy
20,342
+3,242
+19% +$1.64M 1.69% 19
2025
Q4 		$9.68M Buy
17,100
+16,650
+3,700% +$8.86M 2.24% 17
2025
Q3 		$201K Hold
450
– – 0.05% 43
2025
Q2 		$245K Sell
450
-14
-3% -$7.32K 0.06% 40
2025
Q1 		$230K Hold
464
– – 0.07% 40
2024
Q4 		$242K Hold
464
– – 0.07% 42
2024
Q3 		$228K Hold
464
– – 0.07% 42
2024
Q2 		$206K Buy
+464
New +$185K 0.07% 46
2022
Q2 		$210K Buy
+900
New +$211K 0.17% 30

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

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

Heirloom Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 20,342 shares — an estimated $9.38M sold.

Heirloom Wealth Management first reported a position in ISRG in Q2 2022 and held it in 9 quarters. The position peaked at $9.68M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 20,342 Intuitive Surgical shares in Q2 2026, an estimated $9.38M.
  • Heirloom Wealth Management first reported a position in Intuitive Surgical in Q2 2022 and held it in 9 quarters.
  • Heirloom Wealth Management's Intuitive Surgical position peaked at $9.68M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.