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Lodestone Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Lodestone 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 		$68.8K Sell
173
-25
-13% -$10.9K 0.02% 275
2026
Q1 		$91.3K Buy
198
+20
+11% +$10.1K 0.04% 232
2025
Q4 		$101K Buy
+178
New +$94.8K 0.04% 216

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

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

Lodestone Wealth Management reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $10.9K and leaving 173 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #275.

Lodestone Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lodestone Wealth Management held 173 shares of Intuitive Surgical worth $68.8K as of Q2 2026.
  • Lodestone Wealth Management sold 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
  • Intuitive Surgical made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Lodestone Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Intuitive Surgical position peaked at $101K in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.