IWS
ISRG icon

Intentional Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Intentional Wealth Strategies’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
-18
Closed -$8.3K – 488
2026
Q1 		$8.3K Buy
+18
New +$9.11K 0.01% 408

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

Intentional Wealth Strategies's ISRG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 18 shares — an estimated $8.3K sold.

Intentional Wealth Strategies first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $8.3K in Q1 2026. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 18 Intuitive Surgical shares in Q2 2026, an estimated $8.3K.
  • Intentional Wealth Strategies first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Intuitive Surgical position peaked at $8.3K in Q1 2026.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.