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Rialto Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Rialto 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 		$8.75K Buy
22
+2
+10% +$874 ﹤0.01% 563
2026
Q1 		$9.22K Sell
20
-1
-5% -$506 ﹤0.01% 477
2025
Q4 		$11.9K Buy
21
+8
+62% +$4.26K ﹤0.01% 431
2025
Q3 		$5.81K Sell
13
-7
-35% -$3.36K ﹤0.01% 476
2025
Q2 		$10.9K Buy
20
+3
+18% +$1.57K ﹤0.01% 416
2025
Q1 		$8.42K Buy
17
+5
+42% +$2.77K ﹤0.01% 419
2024
Q4 		$6.26K Buy
+12
New +$6.25K ﹤0.01% 444

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

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

Rialto Wealth Management increased its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, buying an estimated $874 and bringing the position to 22 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Rialto Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Rialto Wealth Management held 22 shares of Intuitive Surgical worth $8.75K as of Q2 2026.
  • Rialto Wealth Management bought 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
  • Intuitive Surgical made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Rialto Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Intuitive Surgical position peaked at $11.9K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.