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Howe & Rusling’s Intuitive Surgical ISRG Stock Holding History

Howe & Rusling’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 		$245K Sell
615
-53
-8% -$23.2K 0.01% 288
2026
Q1 		$308K Sell
668
-12
-2% -$6.07K 0.02% 239
2025
Q4 		$385K Buy
+680
New +$362K 0.03% 204
2022
Q3 		– Sell
-14
Closed -$3K – 1125
2022
Q2 		$3K Sell
14
-121
-90% -$28.4K ﹤0.01% 791
2022
Q1 		$41K Hold
135
– – ﹤0.01% 335
2021
Q4 		$49K Buy
+135
New +$46.4K 0.01% 321

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

Howe & Rusling's ISRG Position: Q2 2026 in Review

Howe & Rusling reduced its Intuitive Surgical (ISRG) stake by 7.9% in Q2 2026, selling an estimated $23.2K and leaving 615 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #288.

Howe & Rusling first reported a position in ISRG in Q4 2021 and has held it in 6 quarters since. The position peaked at $385K in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Howe & Rusling held 615 shares of Intuitive Surgical worth $245K as of Q2 2026.
  • Howe & Rusling sold 53 Intuitive Surgical shares in Q2 2026, an estimated $23.2K.
  • Intuitive Surgical made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #288 holding.
  • Howe & Rusling first reported a position in Intuitive Surgical in Q4 2021 and has held it in 6 quarters since.
  • Howe & Rusling's Intuitive Surgical position peaked at $385K in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.