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Ritholtz Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Ritholtz 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 		$2.3M Sell
5,790
-768
-12% -$336K 0.03% 384
2026
Q1 		$3.02M Buy
6,558
+344
+6% +$174K 0.05% 273
2025
Q4 		$3.52M Buy
6,214
+538
+9% +$286K 0.06% 217
2025
Q3 		$2.54M Buy
5,676
+43
+0.8% +$20.6K 0.05% 271
2025
Q2 		$3.06M Buy
5,633
+895
+19% +$468K 0.07% 196
2025
Q1 		$2.35M Buy
4,738
+273
+6% +$151K 0.07% 214
2024
Q4 		$2.33M Buy
4,465
+44
+1% +$22.9K 0.07% 197
2024
Q3 		$2.17M Buy
4,421
+546
+14% +$254K 0.07% 212
2024
Q2 		$1.72M Buy
3,875
+148
+4% +$58.9K 0.06% 231
2024
Q1 		$1.49M Buy
3,727
+179
+5% +$67.6K 0.05% 254
2023
Q4 		$1.2M Buy
3,548
+2
+0.1% +$596 0.05% 271
2023
Q3 		$1.04M Buy
3,546
+708
+25% +$221K 0.05% 270
2023
Q2 		$970K Buy
2,838
+318
+13% +$96.2K 0.04% 277
2023
Q1 		$644K Sell
2,520
-106
-4% -$26.1K 0.03% 352
2022
Q4 		$697K Buy
2,626
+870
+50% +$212K 0.04% 298
2022
Q3 		$329K Buy
1,756
+123
+8% +$26.4K 0.02% 520
2022
Q2 		$328K Sell
1,633
-220
-12% -$51.6K 0.02% 400
2022
Q1 		$559K Sell
1,853
-99
-5% -$28.9K 0.04% 284
2021
Q4 		$701K Buy
1,952
+185
+10% +$63.6K 0.04% 235
2021
Q3 		$586K Buy
1,767
+255
+17% +$85.6K 0.04% 241
2021
Q2 		$463K Buy
1,512
+582
+63% +$163K 0.03% 265
2021
Q1 		$229K Sell
930
-108
-10% -$27.2K 0.02% 374
2020
Q4 		$283K Sell
1,038
-498
-32% -$124K 0.03% 272
2020
Q3 		$363K Buy
+1,536
New +$345K 0.04% 178

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 $3.38T AUM 44.17% 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

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

Ritholtz Wealth Management reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $336K and leaving 5,790 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #384.

Ritholtz Wealth Management first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.52M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ritholtz Wealth Management held 5,790 shares of Intuitive Surgical worth $2.3M as of Q2 2026.
  • Ritholtz Wealth Management sold 768 Intuitive Surgical shares in Q2 2026, an estimated $336K.
  • Intuitive Surgical made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Ritholtz Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's Intuitive Surgical position peaked at $3.52M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.