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Henson-Edgewater Management’s Intuitive Surgical ISRG Stock Holding History

Henson-Edgewater 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 		$221K Sell
550
-575
-51% -$251K 0.12% 65
2026
Q1 		$519K Sell
1,125
-15
-1% -$7.59K 0.33% 45
2025
Q4 		$646K Buy
+1,140
New +$607K 0.38% 45

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

Henson-Edgewater Management's ISRG Position: Q2 2026 in Review

Henson-Edgewater Management reduced its Intuitive Surgical (ISRG) stake by 51% in Q2 2026, selling an estimated $251K and leaving 550 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #65.

Henson-Edgewater Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $646K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Henson-Edgewater Management held 550 shares of Intuitive Surgical worth $221K as of Q2 2026.
  • Henson-Edgewater Management sold 575 Intuitive Surgical shares in Q2 2026, an estimated $251K.
  • Intuitive Surgical made up 0.12% of Henson-Edgewater Management's portfolio in Q2 2026, its #65 holding.
  • Henson-Edgewater Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Henson-Edgewater Management's Intuitive Surgical position peaked at $646K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.