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ISRG icon

LifeWealth Investments’s Intuitive Surgical ISRG Stock Holding History

LifeWealth Investments’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 		$252K Buy
634
+7
+1% +$3.06K 0.07% 119
2026
Q1 		$289K Buy
627
+186
+42% +$94.1K 0.09% 111
2025
Q4 		$250K Sell
441
-55
-11% -$29.3K 0.08% 136
2025
Q3 		$222K Buy
496
+65
+15% +$31.2K 0.07% 133
2025
Q2 		$234K Buy
+431
New +$225K 0.09% 136

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

LifeWealth Investments's ISRG Position: Q2 2026 in Review

LifeWealth Investments increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $3.06K and bringing the position to 634 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #119.

LifeWealth Investments first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • LifeWealth Investments held 634 shares of Intuitive Surgical worth $252K as of Q2 2026.
  • LifeWealth Investments bought 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
  • Intuitive Surgical made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #119 holding.
  • LifeWealth Investments first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • LifeWealth Investments's Intuitive Surgical position peaked at $289K in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.