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

Private Wealth Asset 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 		$148K Sell
373
-70
-16% -$30.6K 0.01% 296
2026
Q1 		$204K Sell
443
-2
-0.4% -$1.01K 0.02% 256
2025
Q4 		$252K Hold
445
– – 0.03% 238
2025
Q3 		$199K Sell
445
-388
-47% -$186K 0.02% 242
2025
Q2 		$453K Buy
833
+376
+82% +$197K 0.06% 170
2025
Q1 		$226K Buy
+457
New +$253K 0.03% 212

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

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

Private Wealth Asset Management reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $30.6K and leaving 373 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #296.

Private Wealth Asset Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $453K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Private Wealth Asset Management held 373 shares of Intuitive Surgical worth $148K as of Q2 2026.
  • Private Wealth Asset Management sold 70 Intuitive Surgical shares in Q2 2026, an estimated $30.6K.
  • Intuitive Surgical made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #296 holding.
  • Private Wealth Asset Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Intuitive Surgical position peaked at $453K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.