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Neville Rodie & Shaw’s Intuitive Surgical ISRG Stock Holding History

Neville Rodie & Shaw’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 		$2.51M Sell
6,320
-2,802
-31% -$1.22M 0.16% 81
2026
Q1 		$4.21M Buy
9,122
+1,285
+16% +$650K 0.31% 67
2025
Q4 		$4.44M Sell
7,837
-150
-2% -$79.9K 0.31% 67
2025
Q3 		$3.57M Sell
7,987
-2,440
-23% -$1.17M 0.26% 74
2025
Q2 		$5.67M Buy
10,427
+1,110
+12% +$580K 0.42% 56
2025
Q1 		$4.62M Buy
9,317
+20
+0.2% +$11.1K 0.36% 60
2024
Q4 		$4.85M Hold
9,297
– – 0.35% 60
2024
Q3 		$4.57M Sell
9,297
-328
-3% -$153K 0.34% 62
2024
Q2 		$4.28M Sell
9,625
-1,361
-12% -$542K 0.32% 62
2024
Q1 		$4.38M Sell
10,986
-23
-0.2% -$8.69K 0.33% 65
2023
Q4 		$3.71M Sell
11,009
-1,925
-15% -$574K 0.3% 70
2023
Q3 		$3.78M Buy
12,934
+5,084
+65% +$1.59M 0.34% 62
2023
Q2 		$2.68M Buy
+7,850
New +$2.38M 0.23% 78

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

Neville Rodie & Shaw's ISRG Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, selling an estimated $1.22M and leaving 6,320 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #81.

Neville Rodie & Shaw first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.67M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Neville Rodie & Shaw held 6,320 shares of Intuitive Surgical worth $2.51M as of Q2 2026.
  • Neville Rodie & Shaw sold 2,802 Intuitive Surgical shares in Q2 2026, an estimated $1.22M.
  • Intuitive Surgical made up 0.16% of Neville Rodie & Shaw's portfolio in Q2 2026, its #81 holding.
  • Neville Rodie & Shaw first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Neville Rodie & Shaw's Intuitive Surgical position peaked at $5.67M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.