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Modera Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Modera 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 		$588K Buy
1,479
+169
+13% +$73.8K 0.01% 429
2026
Q1 		$604K Sell
1,310
-29
-2% -$14.7K 0.01% 407
2025
Q4 		$758K Buy
1,339
+18
+1% +$9.58K 0.01% 377
2025
Q3 		$591K Sell
1,321
-21
-2% -$10.1K 0.01% 426
2025
Q2 		$729K Sell
1,342
-212
-14% -$111K 0.01% 372
2025
Q1 		$770K Buy
1,554
+46
+3% +$25.4K 0.01% 357
2024
Q4 		$787K Buy
1,508
+30
+2% +$15.6K 0.01% 365
2024
Q3 		$726K Sell
1,478
-248
-14% -$115K 0.01% 355
2024
Q2 		$768K Sell
1,726
-13
-0.7% -$5.18K 0.01% 329
2024
Q1 		$694K Buy
1,739
+36
+2% +$13.6K 0.01% 354
2023
Q4 		$575K Sell
1,703
-12
-0.7% -$3.58K 0.01% 356
2023
Q3 		$501K Buy
1,715
+34
+2% +$10.6K 0.01% 361
2023
Q2 		$575K Buy
1,681
+58
+4% +$17.5K 0.01% 360
2023
Q1 		$415K Buy
1,623
+20
+1% +$4.93K 0.02% 233
2022
Q4 		$425K Sell
1,603
-136
-8% -$33.2K 0.02% 230
2022
Q3 		$326K Buy
1,739
+41
+2% +$8.81K 0.02% 232
2022
Q2 		$341K Sell
1,698
-3
-0.2% -$704 0.02% 237
2022
Q1 		$513K Sell
1,701
-1,038
-38% -$303K 0.02% 207
2021
Q4 		$984K Buy
2,739
+1,032
+60% +$355K 0.04% 175
2021
Q3 		$566K Buy
1,707
+9
+0.5% +$3.02K 0.03% 150
2021
Q2 		$521K Hold
1,698
– – 0.03% 144
2021
Q1 		$418K Hold
1,698
– – 0.03% 148
2020
Q4 		$463K Buy
+1,698
New +$422K 0.04% 142

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

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

Modera Wealth Management increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $73.8K and bringing the position to 1,479 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #429.

Modera Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $984K in Q4 2021. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Modera Wealth Management held 1,479 shares of Intuitive Surgical worth $588K as of Q2 2026.
  • Modera Wealth Management bought 169 Intuitive Surgical shares in Q2 2026, an estimated $73.8K.
  • Intuitive Surgical made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Modera Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Intuitive Surgical position peaked at $984K in Q4 2021.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.