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Jacksonville Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Jacksonville 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 		$1.49M Sell
3,748
-152
-4% -$66.4K 0.84% 26
2026
Q1 		$1.8M Hold
3,900
– – 1.21% 21
2025
Q4 		$2.21M Sell
3,900
-29
-0.7% -$15.4K 1.56% 18
2025
Q3 		$1.76M Sell
3,929
-77
-2% -$37K 1.29% 21
2025
Q2 		$2.18M Sell
4,006
-12
-0.3% -$6.27K 1.75% 17
2025
Q1 		$1.99M Sell
4,018
-22
-0.5% -$12.2K 1.96% 16
2024
Q4 		$2.11M Buy
+4,040
New +$2.1M 1.97% 15

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

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

Jacksonville Wealth Management reduced its Intuitive Surgical (ISRG) stake by 3.9% in Q2 2026, selling an estimated $66.4K and leaving 3,748 shares worth $1.49M. The position accounts for 0.84% of the portfolio, ranked #26.

Jacksonville Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Jacksonville Wealth Management held 3,748 shares of Intuitive Surgical worth $1.49M as of Q2 2026.
  • Jacksonville Wealth Management sold 152 Intuitive Surgical shares in Q2 2026, an estimated $66.4K.
  • Intuitive Surgical made up 0.84% of Jacksonville Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Jacksonville Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Intuitive Surgical position peaked at $2.21M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.