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Peterson Wealth Services’s Intuitive Surgical ISRG Stock Holding History

Peterson Wealth Services’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 		$173K Buy
434
+57
+15% +$24.9K 0.04% 137
2026
Q1 		$174K Hold
377
– – 0.04% 132
2025
Q4 		$214K Buy
377
+373
+9,325% +$199K 0.05% 111
2025
Q3 		$169K Sell
4
-299
-99% -$143K 0.04% 131
2025
Q2 		$165K Hold
303
– – 0.05% 127
2025
Q1 		$150K Buy
303
+81
+36% +$44.8K 0.05% 130
2024
Q4 		$116K Hold
222
– – 0.03% 135
2024
Q3 		$109K Buy
+222
New +$103K 0.03% 141

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

Peterson Wealth Services's ISRG Position: Q2 2026 in Review

Peterson Wealth Services increased its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, buying an estimated $24.9K and bringing the position to 434 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #137.

Peterson Wealth Services first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $214K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Peterson Wealth Services held 434 shares of Intuitive Surgical worth $173K as of Q2 2026.
  • Peterson Wealth Services bought 57 Intuitive Surgical shares in Q2 2026, an estimated $24.9K.
  • Intuitive Surgical made up 0.04% of Peterson Wealth Services's portfolio in Q2 2026, its #137 holding.
  • Peterson Wealth Services first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Peterson Wealth Services's Intuitive Surgical position peaked at $214K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.