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NWAM LLC’s Intuitive Surgical ISRG Stock Holding History

NWAM LLC’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 		$4.14M Buy
10,412
+347
+3% +$152K 0.21% 113
2026
Q1 		$4.64M Buy
10,065
+1,473
+17% +$745K 0.27% 96
2025
Q4 		$4.54M Sell
8,592
-44
-0.5% -$23.4K 0.25% 94
2025
Q3 		$3.96M Sell
8,636
-25
-0.3% -$12K 0.21% 109
2025
Q2 		$4.17M Buy
8,661
+4
+0% +$2.09K 0.24% 105
2025
Q1 		$4.29M Sell
8,657
-30
-0.3% -$16.6K 0.37% 58
2024
Q4 		$4.53M Sell
8,687
-12
-0.1% -$6.25K 0.28% 84
2024
Q3 		$4.27M Sell
8,699
-17
-0.2% -$7.91K 0.26% 86
2024
Q2 		$3.88M Sell
8,716
-1,257
-13% -$501K 1.14% 20
2024
Q1 		$3.88M Buy
9,973
+3
+0% +$1.13K 0.31% 72
2023
Q4 		$3.36M Sell
9,970
-441
-4% -$131K 0.27% 88
2023
Q3 		$3.04M Buy
10,411
+212
+2% +$66.2K 0.31% 75
2023
Q2 		$3.49M Buy
10,199
+674
+7% +$204K 0.29% 88
2023
Q1 		$2.43M Sell
9,525
-11,943
-56% -$2.94M 0.25% 98
2022
Q4 		$5.7M Sell
21,468
-553
-3% -$135K 0.5% 40
2022
Q3 		$4.13M Buy
22,021
+13,672
+164% +$2.94M 0.39% 60
2022
Q2 		$1.73M Sell
8,349
-1,193
-13% -$280K 0.16% 129
2022
Q1 		$2.88M Sell
9,542
-1,012
-10% -$296K 0.22% 102
2021
Q4 		$3.79M Buy
10,554
+6,039
+134% +$2.08M 0.3% 83
2021
Q3 		$1.5M Buy
4,515
+3,039
+206% +$1.02M 0.14% 164
2021
Q2 		$452K Sell
1,476
-4,230
-74% -$1.19M 0.04% 324
2021
Q1 		$1.41M Sell
5,706
-2,556
-31% -$643K 0.14% 158
2020
Q4 		$2.25M Sell
8,262
-831
-9% -$206K 0.26% 99
2020
Q3 		$2.15M Buy
9,093
+1,263
+16% +$284K 0.35% 77
2020
Q2 		$1.49M Buy
+7,830
New +$1.4M 0.21% 116

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

NWAM LLC's ISRG Position: Q2 2026 in Review

NWAM LLC increased its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, buying an estimated $152K and bringing the position to 10,412 shares worth $4.14M. The position accounts for 0.21% of the portfolio, ranked #113.

NWAM LLC first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.7M in Q4 2022. 2,249 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • NWAM LLC held 10,412 shares of Intuitive Surgical worth $4.14M as of Q2 2026.
  • NWAM LLC bought 347 Intuitive Surgical shares in Q2 2026, an estimated $152K.
  • Intuitive Surgical made up 0.21% of NWAM LLC's portfolio in Q2 2026, its #113 holding.
  • NWAM LLC first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • NWAM LLC's Intuitive Surgical position peaked at $5.7M in Q4 2022.
  • 2,249 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.