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Independent Solutions Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Independent Solutions 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 		– Sell
-510
Closed -$235K – 199
2026
Q1 		$235K Buy
510
+139
+37% +$70.3K 0.03% 175
2025
Q4 		$210K Buy
+371
New +$198K 0.04% 164
2023
Q3 		– Sell
-5,248
Closed -$1.79M – 214
2023
Q2 		$1.79M Buy
5,248
+367
+8% +$111K 0.45% 55
2023
Q1 		$1.25M Buy
4,881
+82
+2% +$20.2K 0.37% 66
2022
Q4 		$1.27M Buy
+4,799
New +$1.17M 0.39% 66

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

Independent Solutions Wealth Management's ISRG Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 510 shares — an estimated $235K sold.

Independent Solutions Wealth Management first reported a position in ISRG in Q4 2022 and held it in 5 quarters. The position peaked at $1.79M in Q2 2023. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Independent Solutions Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 510 Intuitive Surgical shares in Q2 2026, an estimated $235K.
  • Independent Solutions Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and held it in 5 quarters.
  • Independent Solutions Wealth Management's Intuitive Surgical position peaked at $1.79M in Q2 2023.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.