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P.J. Schmidt Investment Management (PJS)’s Intuitive Surgical ISRG Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$442K Sell
1,111
-351
-24% -$153K 0.07% 144
2026
Q1 		$674K Sell
1,462
-16
-1% -$8.1K 0.11% 99
2025
Q4 		$837K Sell
1,478
-26
-2% -$13.8K 0.14% 86
2025
Q3 		$673K Buy
1,504
+107
+8% +$51.3K 0.11% 95
2025
Q2 		$759K Buy
1,397
+942
+207% +$493K 0.13% 89
2025
Q1 		$225K Buy
455
+25
+6% +$13.8K 0.04% 172
2024
Q4 		$224K Hold
430
– – 0.04% 172
2024
Q3 		$211K Buy
+430
New +$200K 0.04% 184

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

P.J. Schmidt Investment Management (PJS)'s ISRG Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Intuitive Surgical (ISRG) stake by 24% in Q2 2026, selling an estimated $153K and leaving 1,111 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #144.

P.J. Schmidt Investment Management (PJS) first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $837K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 1,111 shares of Intuitive Surgical worth $442K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 351 Intuitive Surgical shares in Q2 2026, an estimated $153K.
  • Intuitive Surgical made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #144 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Intuitive Surgical position peaked at $837K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.