PWMG
ISRG icon

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

Private 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 		$11.9K Buy
30
+15
+100% +$6.55K ﹤0.01% 531
2026
Q1 		$6.92K Hold
15
– – ﹤0.01% 650
2025
Q4 		$8.5K Hold
15
– – ﹤0.01% 564
2025
Q3 		$6.71K Hold
15
– – ﹤0.01% 675
2025
Q2 		$8.15K Hold
15
– – ﹤0.01% 562
2025
Q1 		$7.43K Hold
15
– – ﹤0.01% 580
2024
Q4 		$7.83K Hold
15
– – ﹤0.01% 567
2024
Q3 		$7.37K Hold
15
– – ﹤0.01% 575
2024
Q2 		$6.67K Hold
15
– – ﹤0.01% 593
2024
Q1 		$5.99K Buy
15
+6
+67% +$2.27K ﹤0.01% 567
2023
Q4 		$3.04K Buy
+9
New +$2.68K ﹤0.01% 798

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 Management Group's ISRG Position: Q2 2026 in Review

Private Wealth Management Group increased its Intuitive Surgical (ISRG) stake by 100% in Q2 2026, buying an estimated $6.55K and bringing the position to 30 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Private Wealth Management Group first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Private Wealth Management Group held 30 shares of Intuitive Surgical worth $11.9K as of Q2 2026.
  • Private Wealth Management Group bought 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #531 holding.
  • Private Wealth Management Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.