IWM
ISRG icon

IHT Wealth Management’s Intuitive Surgical ISRG Stock Holding History

IHT 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 		$1.57M Buy
3,953
+25
+0.6% +$10.9K 0.03% 472
2026
Q1 		$1.81M Buy
3,928
+179
+5% +$90.6K 0.04% 401
2025
Q4 		$2.12M Buy
3,749
+147
+4% +$78.3K 0.05% 327
2025
Q3 		$1.61M Buy
3,602
+775
+27% +$372K 0.04% 385
2025
Q2 		$1.54M Buy
2,827
+405
+17% +$212K 0.04% 376
2025
Q1 		$1.2M Buy
2,422
+355
+17% +$196K 0.04% 425
2024
Q4 		$1.08M Sell
2,067
-360
-15% -$188K 0.03% 435
2024
Q3 		$1.19M Buy
2,427
+613
+34% +$285K 0.03% 457
2024
Q2 		$807K Buy
1,814
+212
+13% +$84.4K 0.03% 487
2024
Q1 		$639K Buy
1,602
+144
+10% +$54.4K 0.03% 556
2023
Q4 		$492K Buy
1,458
+75
+5% +$22.4K 0.02% 607
2023
Q3 		$404K Sell
1,383
-131
-9% -$40.9K 0.02% 622
2023
Q2 		$518K Buy
1,514
+71
+5% +$21.5K 0.03% 527
2023
Q1 		$369K Sell
1,443
-3
-0.2% -$739 0.02% 618
2022
Q4 		$384K Sell
1,446
-108
-7% -$26.3K 0.02% 567
2022
Q3 		$291K Buy
+1,554
New +$334K 0.02% 634
2022
Q2 		– Sell
-871
Closed -$263K – 774
2022
Q1 		$263K Buy
871
+90
+12% +$26.3K 0.02% 621
2021
Q4 		$281K Buy
+781
New +$269K 0.02% 638
2021
Q3 		– Sell
-657
Closed -$201K – 890
2021
Q2 		$201K Sell
657
-639
-49% -$179K 0.01% 874
2021
Q1 		$319K Buy
+1,296
New +$326K 0.02% 611
2018
Q2 		– Sell
-189
Closed -$25K – 890
2018
Q1 		$25K Hold
189
– – 0.01% 903
2017
Q4 		$25K Sell
189
-270
-59% -$33.8K 0.01% 916
2017
Q3 		$18K Buy
459
+306
+200% +$33.3K 0.01% 806
2017
Q2 		$35K Buy
153
+108
+240% +$10.4K 0.02% 615
2017
Q1 		$4K Buy
+45
New +$3.56K ﹤0.01% 986

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

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

IHT Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.64% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,953 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #472.

IHT Wealth Management first reported a position in ISRG in Q1 2017 and has held it in 25 quarters since. The position peaked at $2.12M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • IHT Wealth Management held 3,953 shares of Intuitive Surgical worth $1.57M as of Q2 2026.
  • IHT Wealth Management bought 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
  • Intuitive Surgical made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #472 holding.
  • IHT Wealth Management first reported a position in Intuitive Surgical in Q1 2017 and has held it in 25 quarters since.
  • IHT Wealth Management's Intuitive Surgical position peaked at $2.12M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.