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Measured Wealth Private Client Group’s Intuitive Surgical ISRG Stock Holding History

Measured Wealth Private Client Group’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 		$68K Hold
171
– – 0.02% 281
2026
Q1 		$78.8K Buy
171
+15
+10% +$7.59K 0.02% 250
2025
Q4 		$88.4K Hold
156
– – 0.02% 254
2025
Q3 		$69.8K Buy
+156
New +$74.9K 0.02% 268
2018
Q4 		– Sell
-219
Closed -$41K – 394
2018
Q3 		$41K Buy
+219
New +$38.9K 0.02% 398

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

Measured Wealth Private Client Group's ISRG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 171 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #281.

Measured Wealth Private Client Group first reported a position in ISRG in Q3 2018 and has held it in 5 quarters since. The position peaked at $88.4K in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Measured Wealth Private Client Group held 171 shares of Intuitive Surgical worth $68K as of Q2 2026.
  • Measured Wealth Private Client Group left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #281 holding.
  • Measured Wealth Private Client Group first reported a position in Intuitive Surgical in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Intuitive Surgical position peaked at $88.4K in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.