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Naviter Wealth’s Intuitive Surgical ISRG Stock Holding History

Naviter Wealth’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 		$1.5M Buy
3,778
+537
+17% +$235K 0.14% 142
2026
Q1 		$1.49M Buy
3,241
+200
+7% +$101K 0.19% 120
2025
Q4 		$1.72M Sell
3,041
-336
-10% -$179K 0.22% 107
2025
Q3 		$1.51M Buy
3,377
+4
+0.1% +$1.92K 0.18% 137
2025
Q2 		$1.83M Sell
3,373
-265
-7% -$139K 0.23% 120
2025
Q1 		$1.79M Buy
3,638
+43
+1% +$23.8K 0.22% 129
2024
Q4 		$1.88M Buy
3,595
+3,093
+616% +$1.61M 0.23% 119
2024
Q3 		$247K Hold
502
– – 0.03% 217
2024
Q2 		$223K Hold
502
– – 0.03% 213
2024
Q1 		$200K Buy
+502
New +$190K 0.03% 217

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

Naviter Wealth's ISRG Position: Q2 2026 in Review

Naviter Wealth increased its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, buying an estimated $235K and bringing the position to 3,778 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #142.

Naviter Wealth first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Naviter Wealth held 3,778 shares of Intuitive Surgical worth $1.5M as of Q2 2026.
  • Naviter Wealth bought 537 Intuitive Surgical shares in Q2 2026, an estimated $235K.
  • Intuitive Surgical made up 0.14% of Naviter Wealth's portfolio in Q2 2026, its #142 holding.
  • Naviter Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Naviter Wealth's Intuitive Surgical position peaked at $1.88M in Q4 2024.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.