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Pasadena Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Pasadena Private 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 		$335K Buy
843
+193
+30% +$84.3K 0.04% 174
2026
Q1 		$300K Hold
650
– – 0.04% 171
2025
Q4 		$368K Sell
650
-1
-0.2% -$532 0.05% 161
2025
Q3 		$291K Buy
+651
New +$312K 0.04% 168

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 $3.38T AUM 44.17% 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

Pasadena Private Wealth's ISRG Position: Q2 2026 in Review

Pasadena Private Wealth increased its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, buying an estimated $84.3K and bringing the position to 843 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #174.

Pasadena Private Wealth first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $368K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pasadena Private Wealth held 843 shares of Intuitive Surgical worth $335K as of Q2 2026.
  • Pasadena Private Wealth bought 193 Intuitive Surgical shares in Q2 2026, an estimated $84.3K.
  • Intuitive Surgical made up 0.04% of Pasadena Private Wealth's portfolio in Q2 2026, its #174 holding.
  • Pasadena Private Wealth first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Pasadena Private Wealth's Intuitive Surgical position peaked at $368K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.