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IMG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

IMG 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 		$1.19K Sell
3
-48
-94% -$21K ﹤0.01% 497
2026
Q1 		$23.5K Buy
51
+7
+16% +$3.54K 0.02% 226
2025
Q4 		$24.9K Buy
44
+3
+7% +$1.6K 0.02% 217
2025
Q3 		$18.3K Hold
41
– – 0.01% 210
2025
Q2 		$22.3K Buy
+41
New +$21.4K 0.02% 198

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

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

IMG Wealth Management reduced its Intuitive Surgical (ISRG) stake by 94% in Q2 2026, selling an estimated $21K and leaving 3 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

IMG Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.9K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • IMG Wealth Management held 3 shares of Intuitive Surgical worth $1.19K as of Q2 2026.
  • IMG Wealth Management sold 48 Intuitive Surgical shares in Q2 2026, an estimated $21K.
  • Intuitive Surgical made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #497 holding.
  • IMG Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Intuitive Surgical position peaked at $24.9K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.