Institute for Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
2,549
+128
| +5% | +$55.9K | 0.09% | 198 |
|
|
2026
Q1 | $1.12M | Hold |
2,421
| – | – | 0.12% | 183 |
|
|
2025
Q4 | $1.37M | Buy |
2,421
+11
| +0.5% | +$5.86K | 0.15% | 148 |
|
|
2025
Q3 | $1.08M | Sell |
2,410
-48
| -2% | -$23K | 0.11% | 184 |
|
|
2025
Q2 | $1.34M | Sell |
2,458
-44
| -2% | -$23K | 0.15% | 146 |
|
|
2025
Q1 | $1.24M | Sell |
2,502
-24
| -1% | -$13.3K | 0.16% | 142 |
|
|
2024
Q4 | $1.32M | Buy |
2,526
+29
| +1% | +$15.1K | 0.17% | 129 |
|
|
2024
Q3 | $1.23M | Sell |
2,497
-247
| -9% | -$115K | 0.15% | 148 |
|
|
2024
Q2 | $1.22M | Buy |
2,744
+146
| +6% | +$58.1K | 0.16% | 134 |
|
|
2024
Q1 | $1.04M | Sell |
2,598
-36
| -1% | -$13.6K | 0.13% | 164 |
|
|
2023
Q4 | $889K | Hold |
2,634
| – | – | 0.14% | 168 |
|
|
2023
Q3 | $770K | Sell |
2,634
-27
| -1% | -$8.43K | 0.14% | 183 |
|
|
2023
Q2 | $910K | Buy |
2,661
+11
| +0.4% | +$3.33K | 0.15% | 163 |
|
|
2023
Q1 | $677K | Sell |
2,650
-76
| -3% | -$18.7K | 0.13% | 202 |
|
|
2022
Q4 | $723K | Sell |
2,726
-75
| -3% | -$18.3K | 0.15% | 193 |
|
|
2022
Q3 | $525K | Sell |
2,801
-20
| -0.7% | -$4.29K | 0.12% | 226 |
|
|
2022
Q2 | $566K | Buy |
2,821
+28
| +1% | +$6.57K | 0.11% | 244 |
|
|
2022
Q1 | $843K | Sell |
2,793
-81
| -3% | -$23.7K | 0.14% | 190 |
|
|
2021
Q4 | $1.03M | Buy |
2,874
+72
| +3% | +$24.8K | 0.17% | 153 |
|
|
2021
Q3 | $929K | Sell |
2,802
-135
| -5% | -$45.3K | 0.16% | 162 |
|
|
2021
Q2 | $900K | Buy |
2,937
+87
| +3% | +$24.4K | 0.16% | 168 |
|
|
2021
Q1 | $702K | Buy |
2,850
+252
| +10% | +$63.4K | 0.13% | 193 |
|
|
2020
Q4 | $708K | Buy |
2,598
+387
| +18% | +$96.1K | 0.14% | 187 |
|
|
2020
Q3 | $523K | Sell |
2,211
-66
| -3% | -$14.8K | 0.12% | 219 |
|
|
2020
Q2 | $433K | Buy |
2,277
+135
| +6% | +$24.2K | 0.11% | 264 |
|
|
2020
Q1 | $354K | Sell |
2,142
-1,524
| -42% | -$279K | 0.11% | 248 |
|
|
2019
Q4 | $722K | Buy |
3,666
+15
| +0.4% | +$2.81K | 0.16% | 184 |
|
|
2019
Q3 | $657K | Sell |
3,651
-36
| -1% | -$6.23K | 0.17% | 184 |
|
|
2019
Q2 | $645K | Sell |
3,687
-13,761
| -79% | -$2.36M | 0.14% | 215 |
|
|
2019
Q1 | $3.32M | Buy |
17,448
+156
| +0.9% | +$27.7K | 0.72% | 22 |
|
|
2018
Q4 | $2.76M | Buy |
+17,292
| New | +$2.93M | 1.13% | 19 |
|
|
2018
Q1 | – | Sell |
-16,356
| Closed | -$1.99M | – | 327 |
|
|
2017
Q4 | $1.99M | Buy |
+16,356
| New | +$2.05M | 0.46% | 55 |
|
|
2017
Q3 | – | Sell |
-14,382
| Closed | -$1.49M | – | 317 |
|
|
2017
Q2 | $1.49M | Buy |
+14,382
| New | +$1.38M | 0.41% | 59 |
|
Other funds holding ISRG
Institute for Wealth Management's ISRG Position: Q2 2026 in Review
Institute for Wealth Management increased its Intuitive Surgical (ISRG) stake by 5.3% in Q2 2026, buying an estimated $55.9K and bringing the position to 2,549 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #198.
Institute for Wealth Management first reported a position in ISRG in Q2 2017 and has held it in 33 quarters since. The position peaked at $3.32M in Q1 2019. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Institute for Wealth Management held 2,549 shares of Intuitive Surgical worth $1.01M as of Q2 2026.
- Institute for Wealth Management bought 128 Intuitive Surgical shares in Q2 2026, an estimated $55.9K.
- Intuitive Surgical made up 0.09% of Institute for Wealth Management's portfolio in Q2 2026, its #198 holding.
- Institute for Wealth Management first reported a position in Intuitive Surgical in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Intuitive Surgical position peaked at $3.32M in Q1 2019.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.