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

Perissos 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 		$364K Hold
916
– – 0.25% 58
2026
Q1 		$422K Hold
916
– – 0.37% 47
2025
Q4 		$519K Hold
916
– – 0.45% 46
2025
Q3 		$410K Hold
916
– – 0.3% 51
2025
Q2 		$498K Hold
916
– – 0.39% 47
2025
Q1 		$454K Sell
916
-55
-6% -$30.4K 0.41% 47
2024
Q4 		$507K Buy
971
+5
+0.5% +$2.6K 0.38% 54
2024
Q3 		$475K Hold
966
– – 0.38% 53
2024
Q2 		$430K Hold
966
– – 0.39% 54
2024
Q1 		$386K Buy
+966
New +$365K 0.35% 53

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

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

Perissos Private Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 916 shares worth $364K. The position accounts for 0.25% of the portfolio, ranked #58.

Perissos Private Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $519K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Perissos Private Wealth Management held 916 shares of Intuitive Surgical worth $364K as of Q2 2026.
  • Perissos Private Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.25% of Perissos Private Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Perissos Private Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Perissos Private Wealth Management's Intuitive Surgical position peaked at $519K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.