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Prestige Wealth Management Group’s Intuitive Surgical ISRG Stock Holding History

Prestige Wealth Management Group’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 		$324K Sell
814
-315
-28% -$138K 0.06% 135
2026
Q1 		$520K Sell
1,129
-3
-0.3% -$1.52K 0.1% 99
2025
Q4 		$641K Buy
1,132
+1,050
+1,280% +$559K 0.12% 89
2025
Q3 		$36.7K Buy
82
+7
+9% +$3.36K 0.01% 300
2025
Q2 		$40.8K Hold
75
– – 0.01% 282
2025
Q1 		$37.1K Hold
75
– – 0.01% 285
2024
Q4 		$39.1K Hold
75
– – 0.01% 284
2024
Q3 		$36.8K Hold
75
– – 0.01% 276
2024
Q2 		$33.4K Hold
75
– – 0.01% 266
2024
Q1 		$29.9K Hold
75
– – 0.01% 303
2023
Q4 		$25.3K Buy
75
+9
+14% +$2.68K 0.01% 316
2023
Q3 		$19.3K Hold
66
– – ﹤0.01% 340
2023
Q2 		$22.6K Sell
66
-1,011
-94% -$306K 0.01% 355
2023
Q1 		$275K Buy
1,077
+994
+1,198% +$245K 0.07% 130
2022
Q4 		$22K Sell
83
-905
-92% -$221K 0.01% 344
2022
Q3 		$185K Buy
988
+89
+10% +$19.1K 0.05% 140
2022
Q2 		$180K Sell
899
-52
-5% -$12.2K 0.05% 140
2022
Q1 		$287K Buy
951
+815
+599% +$238K 0.07% 114
2021
Q4 		$49K Buy
136
+13
+11% +$4.47K 0.01% 265
2021
Q3 		$41K Buy
123
+6
+5% +$2.02K 0.01% 275
2021
Q2 		$36K Buy
117
+9
+8% +$2.52K 0.01% 277
2021
Q1 		$27K Sell
108
-27
-20% -$6.79K 0.01% 316
2020
Q4 		$37K Buy
135
+78
+137% +$19.4K 0.01% 275
2020
Q3 		$14K Sell
57
-411
-88% -$92.3K ﹤0.01% 391
2020
Q2 		$89K Buy
468
+414
+767% +$74.2K 0.03% 165
2020
Q1 		$9K Buy
+54
New +$9.89K ﹤0.01% 399
2019
Q1 		– Sell
-99
Closed -$16K – 814
2018
Q4 		$16K Buy
+99
New +$16.8K 0.01% 354

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

Prestige Wealth Management Group's ISRG Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, selling an estimated $138K and leaving 814 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #135.

Prestige Wealth Management Group first reported a position in ISRG in Q4 2018 and has held it in 27 quarters since. The position peaked at $641K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Prestige Wealth Management Group held 814 shares of Intuitive Surgical worth $324K as of Q2 2026.
  • Prestige Wealth Management Group sold 315 Intuitive Surgical shares in Q2 2026, an estimated $138K.
  • Intuitive Surgical made up 0.06% of Prestige Wealth Management Group's portfolio in Q2 2026, its #135 holding.
  • Prestige Wealth Management Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Intuitive Surgical position peaked at $641K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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