River Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

River Wealth Advisors’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	–	Sell	-479	Closed	-$221K	–	220
2026 Q1	$221K	Sell	479 -321	-40%	-$162K	0.03%	197
2025 Q4	$453K	Buy	+800	New	+$426K	0.05%	158
2019 Q1	–	Sell	-51	Closed	-$8K	–	319
2018 Q4	$8K	Sell	51 -9	-15%	-$1.52K	﹤0.01%	433
2018 Q3	$11K	Hold	60	–	–	﹤0.01%	438
2018 Q2	$10K	Buy	+60	New	+$9.15K	﹤0.01%	444
2017 Q2	–	Sell	-10,170	Closed	-$866K	–	159
2017 Q1	$866K	Buy	+10,170	New	+$803K	0.42%	84

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

River Wealth Advisors's ISRG Position: Q2 2026 in Review

River Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 479 shares — an estimated $221K sold.

River Wealth Advisors first reported a position in ISRG in Q1 2017 and held it in 6 quarters. The position peaked at $866K in Q1 2017. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

River Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
River Wealth Advisors sold 479 Intuitive Surgical shares in Q2 2026, an estimated $221K.
River Wealth Advisors first reported a position in Intuitive Surgical in Q1 2017 and held it in 6 quarters.
River Wealth Advisors's Intuitive Surgical position peaked at $866K in Q1 2017.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.