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Rench Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Rench 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 		$6.26M Buy
15,743
+311
+2% +$136K 1.68% 21
2026
Q1 		$7.11M Sell
15,432
-22
-0.1% -$11.1K 2.14% 17
2025
Q4 		$8.75M Buy
15,454
+168
+1% +$89.4K 2.51% 11
2025
Q3 		$6.84M Buy
15,286
+318
+2% +$153K 2.01% 19
2025
Q2 		$8.13M Buy
14,968
+191
+1% +$99.9K 2.57% 11
2025
Q1 		$7.32M Buy
14,777
+231
+2% +$128K 2.53% 12
2024
Q4 		$7.59M Buy
14,546
+650
+5% +$339K 2.59% 12
2024
Q3 		$6.83M Buy
13,896
+887
+7% +$413K 2.34% 14
2024
Q2 		$5.79M Buy
13,009
+930
+8% +$370K 2.08% 17
2024
Q1 		$4.82M Buy
+12,079
New +$4.56M 1.85% 24

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

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

Rench Wealth Management increased its Intuitive Surgical (ISRG) stake by 2% in Q2 2026, buying an estimated $136K and bringing the position to 15,743 shares worth $6.26M. The position accounts for 1.68% of the portfolio, ranked #21.

Rench Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.75M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Rench Wealth Management held 15,743 shares of Intuitive Surgical worth $6.26M as of Q2 2026.
  • Rench Wealth Management bought 311 Intuitive Surgical shares in Q2 2026, an estimated $136K.
  • Intuitive Surgical made up 1.68% of Rench Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Rench Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Rench Wealth Management's Intuitive Surgical position peaked at $8.75M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rench Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.