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High Point Wealth Management’s Intuitive Surgical ISRG Stock Holding History

High Point 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 		$57.3K Hold
144
– – 0.05% 131
2026
Q1 		$66.4K Hold
144
– – 0.06% 119
2025
Q4 		$81.6K Buy
+144
New +$76.7K 0.08% 121

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

High Point Wealth Management's ISRG Position: Q2 2026 in Review

High Point Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 144 shares worth $57.3K. The position accounts for 0.05% of the portfolio, ranked #131.

High Point Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.6K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • High Point Wealth Management held 144 shares of Intuitive Surgical worth $57.3K as of Q2 2026.
  • High Point Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.05% of High Point Wealth Management's portfolio in Q2 2026, its #131 holding.
  • High Point Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Intuitive Surgical position peaked at $81.6K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.