IWC
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Integrated Wealth Concepts’s Intuitive Surgical ISRG Stock Holding History

Integrated Wealth Concepts’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 		$5.58M Buy
14,038
+3,822
+37% +$1.67M 0.04% 433
2026
Q1 		$4.71M Buy
10,216
+4,365
+75% +$2.21M 0.04% 442
2025
Q4 		$3.31M Sell
5,851
-1,136
-16% -$605K 0.04% 403
2025
Q3 		$3.12M Sell
6,987
-336
-5% -$161K 0.03% 515
2025
Q2 		$3.98M Buy
7,323
+1,829
+33% +$956K 0.04% 390
2025
Q1 		$2.72M Sell
5,494
-36
-0.7% -$19.9K 0.03% 498
2024
Q4 		$2.89M Buy
5,530
+709
+15% +$369K 0.03% 444
2024
Q3 		$2.37M Buy
4,821
+90
+2% +$41.9K 0.03% 505
2024
Q2 		$2.1M Buy
4,731
+13
+0.3% +$5.18K 0.03% 499
2024
Q1 		$1.88M Buy
4,718
+330
+8% +$125K 0.03% 542
2023
Q4 		$1.48M Buy
4,388
+250
+6% +$74.5K 0.02% 586
2023
Q3 		$1.21M Buy
4,138
+271
+7% +$84.6K 0.02% 615
2023
Q2 		$1.32M Buy
3,867
+800
+26% +$242K 0.02% 585
2023
Q1 		$784K Buy
3,067
+1,579
+106% +$389K 0.02% 703
2022
Q4 		$395K Buy
1,488
+196
+15% +$47.8K 0.01% 729
2022
Q3 		$242K Sell
1,292
-292
-18% -$62.7K 0.01% 808
2022
Q2 		$318K Buy
1,584
+52
+3% +$12.2K 0.01% 747
2022
Q1 		$462K Sell
1,532
-223
-13% -$65.1K 0.01% 591
2021
Q4 		$631K Sell
1,755
-279
-14% -$96K 0.02% 561
2021
Q3 		$674K Sell
2,034
-42
-2% -$14.1K 0.02% 505
2021
Q2 		$636K Buy
2,076
+87
+4% +$24.4K 0.02% 472
2021
Q1 		$490K Buy
1,989
+249
+14% +$62.6K 0.02% 472
2020
Q4 		$474K Buy
1,740
+66
+4% +$16.4K 0.02% 427
2020
Q3 		$396K Sell
1,674
-231
-12% -$51.9K 0.02% 397
2020
Q2 		$362K Buy
1,905
+234
+14% +$41.9K 0.03% 356
2020
Q1 		$276K Buy
1,671
+624
+60% +$114K 0.03% 324
2019
Q4 		$206K Buy
+1,047
New +$196K 0.02% 453
2018
Q4 		– Sell
-1,101
Closed -$211K – 280
2018
Q3 		$211K Buy
+1,101
New +$196K 0.06% 231

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

Integrated Wealth Concepts's ISRG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Intuitive Surgical (ISRG) stake by 37% in Q2 2026, buying an estimated $1.67M and bringing the position to 14,038 shares worth $5.58M. The position accounts for 0.04% of the portfolio, ranked #433.

Integrated Wealth Concepts first reported a position in ISRG in Q3 2018 and has held it in 28 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Integrated Wealth Concepts held 14,038 shares of Intuitive Surgical worth $5.58M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,822 Intuitive Surgical shares in Q2 2026, an estimated $1.67M.
  • Intuitive Surgical made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #433 holding.
  • Integrated Wealth Concepts first reported a position in Intuitive Surgical in Q3 2018 and has held it in 28 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.