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High Note Wealth’s Intuitive Surgical ISRG Stock Holding History

High Note Wealth’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 		$13.5K Sell
34
-44
-56% -$19.2K ﹤0.01% 349
2026
Q1 		$36K Buy
78
+9
+13% +$4.55K 0.01% 220
2025
Q4 		$39.1K Buy
69
+23
+50% +$12.2K 0.01% 205
2025
Q3 		$20.6K Buy
46
+13
+39% +$6.24K ﹤0.01% 246
2025
Q2 		$17.9K Hold
33
– – ﹤0.01% 249
2025
Q1 		$16.3K Sell
33
-17
-34% -$9.4K ﹤0.01% 248
2024
Q4 		$26.1K Buy
+50
New +$26K 0.01% 209

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

High Note Wealth's ISRG Position: Q2 2026 in Review

High Note Wealth reduced its Intuitive Surgical (ISRG) stake by 56% in Q2 2026, selling an estimated $19.2K and leaving 34 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

High Note Wealth first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • High Note Wealth held 34 shares of Intuitive Surgical worth $13.5K as of Q2 2026.
  • High Note Wealth sold 44 Intuitive Surgical shares in Q2 2026, an estimated $19.2K.
  • Intuitive Surgical made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #349 holding.
  • High Note Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Intuitive Surgical position peaked at $39.1K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.