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Keebeck Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Keebeck 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 		$2.42M Buy
6,092
+538
+10% +$235K 0.24% 102
2026
Q1 		$2.56M Sell
5,554
-739
-12% -$374K 0.29% 92
2025
Q4 		$3.56M Buy
6,293
+392
+7% +$209K 0.41% 70
2025
Q3 		$2.64M Sell
5,901
-296
-5% -$142K 0.31% 83
2025
Q2 		$3.37M Buy
6,197
+5
+0.1% +$2.61K 0.44% 64
2025
Q1 		$3.07M Sell
6,192
-29
-0.5% -$16K 0.45% 61
2024
Q4 		$3.25M Buy
6,221
+101
+2% +$52.6K 0.47% 65
2024
Q3 		$3.01M Sell
6,120
-129
-2% -$60.1K 0.44% 65
2024
Q2 		$2.78M Hold
6,249
– – 0.41% 73
2024
Q1 		$2.49M Hold
6,249
– – 0.37% 77
2023
Q4 		$2.11M Buy
6,249
+37
+0.6% +$11K 0.35% 77
2023
Q3 		$1.82M Hold
6,212
– – 0.32% 83
2023
Q2 		$2.12M Hold
6,212
– – 0.29% 86
2023
Q1 		$1.59M Hold
6,212
– – 0.26% 89
2022
Q4 		$1.65M Buy
6,212
+3
+0% +$731 0.29% 81
2022
Q3 		$1.16M Hold
6,209
– – 0.22% 98
2022
Q2 		$1.25M Sell
6,209
-3,525
-36% -$827K 0.24% 97
2022
Q1 		$2.94M Sell
9,734
-100
-1% -$29.2K 0.49% 46
2021
Q4 		$3.53M Hold
9,834
– – 0.63% 40
2021
Q3 		$3.26M Sell
9,834
-1,017
-9% -$342K 0.64% 39
2021
Q2 		$3.33M Buy
10,851
+15
+0.1% +$4.21K 0.48% 47
2021
Q1 		$2.67M Buy
10,836
+102
+1% +$25.7K 0.41% 48
2020
Q4 		$2.93M Buy
10,734
+405
+4% +$101K 0.51% 43
2020
Q3 		$2.44M Buy
10,329
+909
+10% +$204K 0.5% 41
2020
Q2 		$1.79M Buy
+9,420
New +$1.69M 0.57% 41
2020
Q1 		– Sell
-666
Closed -$131K – 241
2019
Q4 		$131K Buy
+666
New +$125K 0.04% 169

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 $3.38T AUM 44.17% 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

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

Keebeck Wealth Management increased its Intuitive Surgical (ISRG) stake by 9.7% in Q2 2026, buying an estimated $235K and bringing the position to 6,092 shares worth $2.42M. The position accounts for 0.24% of the portfolio, ranked #102.

Keebeck Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.56M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Keebeck Wealth Management held 6,092 shares of Intuitive Surgical worth $2.42M as of Q2 2026.
  • Keebeck Wealth Management bought 538 Intuitive Surgical shares in Q2 2026, an estimated $235K.
  • Intuitive Surgical made up 0.24% of Keebeck Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Keebeck Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Intuitive Surgical position peaked at $3.56M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.