QWM
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Quadcap Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Quadcap Wealth 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 		$1.12M Sell
2,815
-122
-4% -$53.3K 0.11% 164
2026
Q1 		$1.35M Sell
2,937
-8
-0.3% -$4.05K 0.15% 123
2025
Q4 		$1.67M Buy
2,945
+42
+1% +$22.4K 0.19% 102
2025
Q3 		$1.3M Sell
2,903
-124
-4% -$59.5K 0.15% 126
2025
Q2 		$1.64M Sell
3,027
-71
-2% -$37.1K 0.21% 98
2025
Q1 		$1.53M Sell
3,098
-111
-3% -$61.4K 0.22% 95
2024
Q4 		$1.67M Sell
3,209
-34
-1% -$17.7K 0.25% 85
2024
Q3 		$1.59M Buy
3,243
+74
+2% +$34.5K 0.25% 88
2024
Q2 		$1.41M Sell
3,169
-91
-3% -$36.2K 0.25% 83
2024
Q1 		$1.3M Sell
3,260
-338
-9% -$128K 0.3% 80
2023
Q4 		$1.21M Buy
+3,598
New +$1.07M 0.31% 82

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

Quadcap Wealth Management's ISRG Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q2 2026, selling an estimated $53.3K and leaving 2,815 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #164.

Quadcap Wealth Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Quadcap Wealth Management held 2,815 shares of Intuitive Surgical worth $1.12M as of Q2 2026.
  • Quadcap Wealth Management sold 122 Intuitive Surgical shares in Q2 2026, an estimated $53.3K.
  • Intuitive Surgical made up 0.11% of Quadcap Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Quadcap Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's Intuitive Surgical position peaked at $1.67M in Q4 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.