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Kingsview Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Kingsview 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 		$52.9M Buy
133,120
+32,724
+33% +$14.3M 0.64% 30
2026
Q1 		$46.3M Buy
100,396
+96,000
+2,184% +$48.6M 0.63% 30
2025
Q4 		$2.49M Buy
4,396
+139
+3% +$74K 0.04% 436
2025
Q3 		$1.9M Sell
4,257
-89
-2% -$42.7K 0.03% 455
2025
Q2 		$2.36M Sell
4,346
-189
-4% -$98.8K 0.04% 404
2025
Q1 		$2.25M Buy
4,535
+181
+4% +$100K 0.04% 366
2024
Q4 		$2.27M Buy
4,354
+94
+2% +$49K 0.04% 360
2024
Q3 		$2.09M Sell
4,260
-68
-2% -$31.7K 0.04% 368
2024
Q2 		$1.93M Buy
4,328
+184
+4% +$73.3K 0.05% 357
2024
Q1 		$1.65M Buy
4,144
+51
+1% +$19.3K 0.04% 379
2023
Q4 		$1.38M Buy
4,093
+165
+4% +$49.2K 0.04% 371
2023
Q3 		$1.15M Buy
3,928
+420
+12% +$131K 0.04% 403
2023
Q2 		$1.2M Buy
3,508
+2,556
+268% +$773K 0.05% 353
2023
Q1 		$243K Buy
952
+155
+19% +$38.2K 0.01% 781
2022
Q4 		$211K Buy
+797
New +$194K 0.01% 773
2022
Q2 		– Sell
-1,228
Closed -$370K – 866
2022
Q1 		$370K Sell
1,228
-11
-0.9% -$3.21K 0.02% 645
2021
Q4 		$445K Sell
1,239
-87
-7% -$29.9K 0.02% 606
2021
Q3 		$439K Buy
1,326
+330
+33% +$111K 0.02% 582
2021
Q2 		$308K Sell
996
-207
-17% -$58.1K 0.02% 689
2021
Q1 		$300K Sell
1,203
-54
-4% -$13.6K 0.02% 642
2020
Q4 		$343K Buy
+1,257
New +$312K 0.02% 526

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

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

Kingsview Wealth Management increased its Intuitive Surgical (ISRG) stake by 33% in Q2 2026, buying an estimated $14.3M and bringing the position to 133,120 shares worth $52.9M. The position accounts for 0.64% of the portfolio, ranked #30.

Kingsview Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 21 quarters since. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kingsview Wealth Management held 133,120 shares of Intuitive Surgical worth $52.9M as of Q2 2026.
  • Kingsview Wealth Management bought 32,724 Intuitive Surgical shares in Q2 2026, an estimated $14.3M.
  • Intuitive Surgical made up 0.64% of Kingsview Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Kingsview Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 21 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.