PW
ISRG icon

PUREfi Wealth’s Intuitive Surgical ISRG Stock Holding History

PUREfi Wealth’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 		$321K Buy
806
+36
+5% +$15.7K 0.18% 145
2026
Q1 		$355K Buy
770
+236
+44% +$119K 0.23% 121
2025
Q4 		$302K Buy
534
+30
+6% +$16K 0.23% 119
2025
Q3 		$225K Buy
504
+6
+1% +$2.88K 0.17% 155
2025
Q2 		$271K Buy
498
+36
+8% +$18.8K 0.22% 123
2025
Q1 		$229K Buy
+462
New +$255K 0.23% 118

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 $3.37T AUM 44.26% 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

PUREfi Wealth's ISRG Position: Q2 2026 in Review

PUREfi Wealth increased its Intuitive Surgical (ISRG) stake by 4.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 806 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #145.

PUREfi Wealth first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $355K in Q1 2026. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • PUREfi Wealth held 806 shares of Intuitive Surgical worth $321K as of Q2 2026.
  • PUREfi Wealth bought 36 Intuitive Surgical shares in Q2 2026, an estimated $15.7K.
  • Intuitive Surgical made up 0.18% of PUREfi Wealth's portfolio in Q2 2026, its #145 holding.
  • PUREfi Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's Intuitive Surgical position peaked at $355K in Q1 2026.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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