MinichMacGregor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

MinichMacGregor 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	$216K	Buy	+544	New	+$238K	0.03%	141
2025 Q3	–	Sell	-498	Closed	-$271K	–	143
2025 Q2	$271K	Buy	+498	New	+$260K	0.06%	103
2023 Q1	–	Sell	-131	Closed	-$34.8K	–	347
2022 Q4	$34.8K	Buy	+131	New	+$31.9K	0.01%	222
2018 Q4	–	Sell	-57	Closed	-$10K	–	288
2018 Q3	$10K	Hold	57	–	–	0.01%	314
2018 Q2	$9K	Buy	+57	New	+$8.69K	0.01%	320

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

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

MinichMacGregor Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 544 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in ISRG as recently as Q2 2025.

MinichMacGregor Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 5 quarters since. The position peaked at $271K in Q2 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

MinichMacGregor Wealth Management held 544 shares of Intuitive Surgical worth $216K as of Q2 2026.
Intuitive Surgical was a new MinichMacGregor Wealth Management position in Q2 2026.
Intuitive Surgical made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #141 holding.
MinichMacGregor Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 5 quarters since.
MinichMacGregor Wealth Management's Intuitive Surgical position peaked at $271K in Q2 2025.
2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.