Paragon Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Paragon Private Wealth Management’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	$400K	Sell	1,006 -919	-48%	-$401K	0.1%	168
2026 Q1	$887K	Buy	1,925 +47	+3%	+$23.8K	0.28%	99
2025 Q4	$1.06M	Sell	1,878 -168	-8%	-$89.4K	0.33%	83
2025 Q3	$915K	Buy	2,046 +389	+23%	+$187K	0.3%	100
2025 Q2	$900K	Buy	1,657 +220	+15%	+$115K	0.36%	84
2025 Q1	$712K	Buy	1,437 +323	+29%	+$179K	0.33%	86
2024 Q4	$581K	Buy	1,114 +215	+24%	+$112K	0.27%	96
2024 Q3	$442K	Buy	899 +140	+18%	+$65.2K	0.22%	109
2024 Q2	$338K	Buy	+759	New	+$302K	0.19%	112

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Paragon Private Wealth Management's ISRG Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Intuitive Surgical (ISRG) stake by 48% in Q2 2026, selling an estimated $401K and leaving 1,006 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #168.

Paragon Private Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Paragon Private Wealth Management held 1,006 shares of Intuitive Surgical worth $400K as of Q2 2026.
Paragon Private Wealth Management sold 919 Intuitive Surgical shares in Q2 2026, an estimated $401K.
Intuitive Surgical made up 0.1% of Paragon Private Wealth Management's portfolio in Q2 2026, its #168 holding.
Paragon Private Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Paragon Private Wealth Management's Intuitive Surgical position peaked at $1.06M in Q4 2025.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.