MWM
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Modern Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Modern 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 		$958K Buy
2,408
+493
+26% +$215K 0.01% 532
2026
Q1 		$889K Buy
1,915
+779
+69% +$394K 0.02% 440
2025
Q4 		$643K Buy
1,136
+147
+15% +$78.3K 0.01% 489
2025
Q3 		$442K Sell
989
-213
-18% -$102K 0.01% 540
2025
Q2 		$653K Buy
1,202
+188
+19% +$98.3K 0.02% 435
2025
Q1 		$502K Buy
1,014
+44
+5% +$24.3K 0.02% 420
2024
Q4 		$506K Buy
970
+91
+10% +$47.4K 0.02% 362
2024
Q3 		$432K Buy
879
+80
+10% +$37.2K 0.03% 270
2024
Q2 		$355K Buy
799
+29
+4% +$11.6K 0.03% 274
2024
Q1 		$307K Buy
+770
New +$291K 0.03% 238

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

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

Modern Wealth Management increased its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, buying an estimated $215K and bringing the position to 2,408 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #532.

Modern Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Modern Wealth Management held 2,408 shares of Intuitive Surgical worth $958K as of Q2 2026.
  • Modern Wealth Management bought 493 Intuitive Surgical shares in Q2 2026, an estimated $215K.
  • Intuitive Surgical made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Modern Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.