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

Quaker 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 		$107K Sell
270
-12
-4% -$5.24K 0.03% 104
2026
Q1 		$130K Sell
282
-4
-1% -$2.02K 0.04% 95
2025
Q4 		$162K Sell
286
-219
-43% -$117K 0.05% 79
2025
Q3 		$226K Sell
505
-1
-0.2% -$480 0.07% 63
2025
Q2 		$275K Buy
+506
New +$265K 0.09% 52

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

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

Quaker Wealth Management reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2026, selling an estimated $5.24K and leaving 270 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #104.

Quaker Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Quaker Wealth Management held 270 shares of Intuitive Surgical worth $107K as of Q2 2026.
  • Quaker Wealth Management sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Quaker Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Intuitive Surgical position peaked at $275K in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.