Prentice Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Sell
729
-5
-0.7% -$2.18K 0.06% 104
2026
Q1
$338K Buy
734
+12
+2% +$6.07K 0.08% 97
2025
Q4
$409K Buy
722
+27
+4% +$14.4K 0.09% 87
2025
Q3
$311K Buy
+695
New +$334K 0.08% 97

Other funds holding ISRG

Prentice Wealth Management's ISRG Position: Q2 2026 in Review

Prentice Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.68% in Q2 2026, selling an estimated $2.18K and leaving 729 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #104.

Prentice Wealth Management first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $409K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Prentice Wealth Management held 729 shares of Intuitive Surgical worth $290K as of Q2 2026.
  • Prentice Wealth Management sold 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
  • Intuitive Surgical made up 0.06% of Prentice Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Prentice Wealth Management first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Prentice Wealth Management's Intuitive Surgical position peaked at $409K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.