QPWM
ISRG icon

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

Quadrant Private 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 		$310K Sell
779
-90
-10% -$39.3K 0.07% 125
2026
Q1 		$401K Buy
869
+151
+21% +$76.4K 0.06% 204
2025
Q4 		$407K Buy
+718
New +$382K 0.07% 189
2025
Q3 		– Sell
-435
Closed -$236K – 260
2025
Q2 		$236K Sell
435
-62
-12% -$32.4K 0.05% 223
2025
Q1 		$246K Sell
497
-7
-1% -$3.87K 0.06% 199
2024
Q4 		$263K Buy
504
+11
+2% +$5.73K 0.06% 204
2024
Q3 		$242K Buy
+493
New +$230K 0.06% 205
2023
Q4 		– Sell
-1,020
Closed -$298K – 249
2023
Q3 		$298K Sell
1,020
-80
-7% -$25K 0.1% 163
2023
Q2 		$376K Buy
1,100
+20
+2% +$6.05K 0.11% 156
2023
Q1 		$276K Sell
1,080
-1
-0.1% -$246 0.09% 195
2022
Q4 		$287K Buy
+1,081
New +$264K 0.1% 182
2022
Q2 		$217K Buy
1,081
+224
+26% +$52.6K 0.09% 182
2022
Q1 		$259K Buy
+857
New +$250K 0.1% 172

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

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

Quadrant Private Wealth Management reduced its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, selling an estimated $39.3K and leaving 779 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #125.

Quadrant Private Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 13 quarters since. The position peaked at $407K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Quadrant Private Wealth Management held 779 shares of Intuitive Surgical worth $310K as of Q2 2026.
  • Quadrant Private Wealth Management sold 90 Intuitive Surgical shares in Q2 2026, an estimated $39.3K.
  • Intuitive Surgical made up 0.07% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Quadrant Private Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 13 quarters since.
  • Quadrant Private Wealth Management's Intuitive Surgical position peaked at $407K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.