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Peloton Wealth Strategists’s Intuitive Surgical ISRG Stock Holding History

Peloton Wealth Strategists’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 		$2.67M Buy
6,709
+1,220
+22% +$533K 0.99% 38
2026
Q1 		$2.53M Buy
5,489
+2,505
+84% +$1.27M 1.02% 44
2025
Q4 		$1.69M Buy
2,984
+1,788
+149% +$952K 0.65% 55
2025
Q3 		$535K Buy
1,196
+201
+20% +$96.5K 0.21% 77
2025
Q2 		$541K Buy
+995
New +$520K 0.22% 76
2022
Q2 		– Sell
-9,116
Closed -$2.75M – 86
2022
Q1 		$2.75M Buy
9,116
+75
+0.8% +$21.9K 1.15% 35
2021
Q4 		$3.25M Buy
9,041
+35
+0.4% +$12K 1.3% 34
2021
Q3 		$2.98M Sell
9,006
-15
-0.2% -$5.04K 1.22% 35
2021
Q2 		$2.77M Buy
9,021
+225
+3% +$63.1K 1.14% 37
2021
Q1 		$2.17M Buy
8,796
+81
+0.9% +$20.4K 1.02% 40
2020
Q4 		$2.38M Hold
8,715
– – 1.18% 36
2020
Q3 		$2.06M Sell
8,715
-75
-0.9% -$16.8K 1.16% 37
2020
Q2 		$1.67M Buy
8,790
+345
+4% +$61.8K 1.05% 39
2020
Q1 		$1.39M Buy
+8,445
New +$1.55M 1.14% 38

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

Peloton Wealth Strategists's ISRG Position: Q2 2026 in Review

Peloton Wealth Strategists increased its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, buying an estimated $533K and bringing the position to 6,709 shares worth $2.67M. The position accounts for 0.99% of the portfolio, ranked #38.

Peloton Wealth Strategists first reported a position in ISRG in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.25M in Q4 2021. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Peloton Wealth Strategists held 6,709 shares of Intuitive Surgical worth $2.67M as of Q2 2026.
  • Peloton Wealth Strategists bought 1,220 Intuitive Surgical shares in Q2 2026, an estimated $533K.
  • Intuitive Surgical made up 0.99% of Peloton Wealth Strategists's portfolio in Q2 2026, its #38 holding.
  • Peloton Wealth Strategists first reported a position in Intuitive Surgical in Q1 2020 and has held it in 14 quarters since.
  • Peloton Wealth Strategists's Intuitive Surgical position peaked at $3.25M in Q4 2021.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.