LJI Wealth Management’s Intuitive Surgical ISRG Stock Holding History

LJI 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	$206K	Sell	519 -535	-51%	-$234K	0.03%	196
2026 Q1	$486K	Sell	1,054 -6	-0.6%	-$3.04K	0.08%	106
2025 Q4	$600K	Buy	1,060 +6	+0.6%	+$3.19K	0.09%	93
2025 Q3	$471K	Sell	1,054 -68	-6%	-$32.6K	0.08%	90
2025 Q2	$610K	Sell	1,122 -53	-5%	-$27.7K	0.11%	77
2025 Q1	$582K	Buy	1,175 +14	+1%	+$7.74K	0.12%	77
2024 Q4	$606K	Buy	1,161 +21	+2%	+$10.9K	0.12%	76
2024 Q3	$560K	Buy	1,140 +16	+1%	+$7.45K	0.11%	94
2024 Q2	$500K	Hold	1,124	–	–	0.11%	95
2024 Q1	$449K	Sell	1,124 -57	-5%	-$21.5K	0.12%	86
2023 Q4	$398K	Hold	1,181	–	–	0.1%	104
2023 Q3	$345K	Sell	1,181 -187	-14%	-$58.4K	0.1%	111
2023 Q2	$468K	Sell	1,368 -6	-0.4%	-$1.81K	0.14%	84
2023 Q1	$351K	Sell	1,374 -24	-2%	-$5.91K	0.11%	96
2022 Q4	$371K	Buy	+1,398	New	+$341K	0.13%	82

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

LJI Wealth Management reduced its Intuitive Surgical (ISRG) stake by 51% in Q2 2026, selling an estimated $234K and leaving 519 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #196.

LJI Wealth Management first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $610K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

LJI Wealth Management held 519 shares of Intuitive Surgical worth $206K as of Q2 2026.
LJI Wealth Management sold 535 Intuitive Surgical shares in Q2 2026, an estimated $234K.
Intuitive Surgical made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #196 holding.
LJI Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Intuitive Surgical position peaked at $610K in Q2 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.