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Proactive Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Proactive Wealth Strategies’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 		$865K Buy
2,176
+12
+0.6% +$5.24K 0.14% 113
2026
Q1 		$998K Buy
2,164
+1,077
+99% +$545K 0.19% 105
2025
Q4 		$616K Buy
1,087
+120
+12% +$63.9K 0.24% 88
2025
Q3 		$432K Hold
967
– – 0.19% 95
2025
Q2 		$525K Buy
967
+50
+5% +$26.1K 0.25% 89
2025
Q1 		$454K Buy
917
+30
+3% +$16.6K 0.24% 86
2024
Q4 		$463K Hold
887
– – 0.24% 85
2024
Q3 		$436K Buy
+887
New +$413K 0.24% 83

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Proactive Wealth Strategies's ISRG Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Intuitive Surgical (ISRG) stake by 0.55% in Q2 2026, buying an estimated $5.24K and bringing the position to 2,176 shares worth $865K. The position accounts for 0.14% of the portfolio, ranked #113.

Proactive Wealth Strategies first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $998K in Q1 2026. 1,425 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Proactive Wealth Strategies held 2,176 shares of Intuitive Surgical worth $865K as of Q2 2026.
  • Proactive Wealth Strategies bought 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.14% of Proactive Wealth Strategies's portfolio in Q2 2026, its #113 holding.
  • Proactive Wealth Strategies first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's Intuitive Surgical position peaked at $998K in Q1 2026.
  • 1,425 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.