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Olistico Wealth’s Intuitive Surgical ISRG Stock Holding History

Olistico 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 		$39.4K Buy
99
+41
+71% +$17.9K 0.02% 175
2026
Q1 		$26.7K Buy
58
+8
+16% +$4.05K 0.01% 196
2025
Q4 		$28.3K Buy
+50
New +$26.6K 0.01% 195
2025
Q3 		– Sell
-28
Closed -$15.2K – 215
2025
Q2 		$15.2K Hold
28
– – 0.01% 243
2025
Q1 		$13.9K Hold
28
– – 0.01% 231
2024
Q4 		$14.6K Hold
28
– – 0.01% 226
2024
Q3 		$13.8K Buy
28
+10
+56% +$4.66K 0.01% 232
2024
Q2 		$8.01K Buy
+18
New +$7.17K 0.01% 255
2023
Q3 		– Sell
-1,045
Closed -$357K – 106
2023
Q2 		$357K Hold
1,045
– – 0.31% 82
2023
Q1 		$267K Hold
1,045
– – 0.26% 86
2022
Q4 		$277K Buy
+1,045
New +$255K 0.3% 82

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

Olistico Wealth's ISRG Position: Q2 2026 in Review

Olistico Wealth increased its Intuitive Surgical (ISRG) stake by 71% in Q2 2026, buying an estimated $17.9K and bringing the position to 99 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #175.

Olistico Wealth first reported a position in ISRG in Q4 2022 and has held it in 11 quarters since. The position peaked at $357K in Q2 2023. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Olistico Wealth held 99 shares of Intuitive Surgical worth $39.4K as of Q2 2026.
  • Olistico Wealth bought 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
  • Intuitive Surgical made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #175 holding.
  • Olistico Wealth first reported a position in Intuitive Surgical in Q4 2022 and has held it in 11 quarters since.
  • Olistico Wealth's Intuitive Surgical position peaked at $357K in Q2 2023.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.