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Liberty Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Liberty 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 		$4.61M Hold
9,992
– – 0.58% 48
2026
Q1 		$4.61M Buy
9,992
+71
+0.7% +$35.9K 0.58% 48
2025
Q4 		$5.62M Hold
9,921
– – 0.73% 34
2025
Q3 		$4.44M Buy
9,921
+11
+0.1% +$5.28K 0.62% 42
2025
Q2 		$5.39M Sell
9,910
-13
-0.1% -$6.8K 0.84% 30
2025
Q1 		$4.91M Buy
9,923
+37
+0.4% +$20.5K 0.94% 32
2024
Q4 		$5.16M Sell
9,886
-381
-4% -$198K 0.86% 31
2024
Q3 		$5.04M Sell
10,267
-904
-8% -$421K 0.86% 31
2024
Q2 		$4.97M Buy
+11,171
New +$4.45M 0.91% 30
2021
Q4 		– Sell
-564
Closed -$109K – 628
2021
Q3 		$109K Buy
564
+390
+224% +$131K 0.04% 276
2021
Q2 		$53K Buy
174
+6
+4% +$1.68K 0.02% 306
2021
Q1 		$41K Hold
168
– – 0.02% 315
2020
Q4 		$41K Sell
168
-18
-10% -$4.47K 0.02% 312
2020
Q3 		$44K Buy
186
+15
+9% +$3.37K 0.03% 254
2020
Q2 		$32K Buy
171
+105
+159% +$18.8K 0.02% 302
2020
Q1 		$11K Hold
66
– – 0.01% 451
2019
Q4 		$13K Hold
66
– – 0.01% 496
2019
Q3 		$12K Buy
66
+30
+83% +$5.19K 0.01% 486
2019
Q2 		$6K Buy
+36
New +$6.17K 0.01% 624
2019
Q1 		– Sell
-234
Closed -$37K – 785
2018
Q4 		$37K Buy
+234
New +$39.7K 0.03% 220

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

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

Liberty Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 9,992 shares worth $4.61M. The position accounts for 0.58% of the portfolio, ranked #48.

Liberty Wealth Management first reported a position in ISRG in Q4 2018 and has held it in 20 quarters since. The position peaked at $5.62M in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Liberty Wealth Management held 9,992 shares of Intuitive Surgical worth $4.61M as of Q2 2026.
  • Liberty Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.58% of Liberty Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Liberty Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 20 quarters since.
  • Liberty Wealth Management's Intuitive Surgical position peaked at $5.62M in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.