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RMR Wealth Builders’s Intuitive Surgical ISRG Stock Holding History

RMR Wealth Builders’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 		$1.38M Buy
3,473
+115
+3% +$50.2K 0.09% 108
2026
Q1 		$1.55M Sell
3,358
-4,751
-59% -$2.4M 0.12% 93
2025
Q4 		$4.59M Buy
8,109
+732
+10% +$390K 0.37% 42
2025
Q3 		$3.3M Buy
7,377
+1,161
+19% +$557K 0.28% 48
2025
Q2 		$3.38M Buy
6,216
+387
+7% +$202K 0.31% 43
2025
Q1 		$2.89M Buy
5,829
+130
+2% +$71.9K 0.3% 43
2024
Q4 		$2.97M Buy
5,699
+236
+4% +$123K 0.31% 42
2024
Q3 		$2.68M Sell
5,463
-236
-4% -$110K 0.28% 43
2024
Q2 		$2.54M Buy
5,699
+585
+11% +$233K 0.29% 45
2024
Q1 		$2.04M Buy
5,114
+622
+14% +$235K 0.25% 52
2023
Q4 		$1.52M Buy
4,492
+416
+10% +$124K 0.21% 57
2023
Q3 		$1.19M Buy
4,076
+1,628
+67% +$508K 0.19% 62
2023
Q2 		$837K Sell
2,448
-1,754
-42% -$531K 0.14% 73
2023
Q1 		$1.07M Buy
4,202
+23
+0.6% +$5.67K 0.2% 55
2022
Q4 		$1.11M Buy
4,179
+92
+2% +$22.4K 0.25% 45
2022
Q3 		$766K Sell
4,087
-1,281
-24% -$275K 0.19% 63
2022
Q2 		$1.08M Sell
5,368
-45
-0.8% -$10.6K 0.27% 54
2022
Q1 		$1.63M Buy
5,413
+4,530
+513% +$1.32M 0.35% 48
2021
Q4 		$317K Sell
883
-4,355
-83% -$1.5M 0.09% 89
2021
Q3 		$1.74M Sell
5,238
-24
-0.5% -$8.06K 0.51% 29
2021
Q2 		$1.61M Sell
5,262
-144
-3% -$40.4K 0.53% 31
2021
Q1 		$1.33M Buy
5,406
+603
+13% +$152K 0.35% 44
2020
Q4 		$1.31M Sell
4,803
-804
-14% -$200K 0.64% 34
2020
Q3 		$1.33M Buy
5,607
+996
+22% +$224K 0.34% 49
2020
Q2 		$876K Buy
+4,611
New +$827K 0.78% 30
2019
Q4 		$909K Buy
+4,611
New +$863K 0.88% 28

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

RMR Wealth Builders's ISRG Position: Q2 2026 in Review

RMR Wealth Builders increased its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, buying an estimated $50.2K and bringing the position to 3,473 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #108.

RMR Wealth Builders first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.59M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • RMR Wealth Builders held 3,473 shares of Intuitive Surgical worth $1.38M as of Q2 2026.
  • RMR Wealth Builders bought 115 Intuitive Surgical shares in Q2 2026, an estimated $50.2K.
  • Intuitive Surgical made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #108 holding.
  • RMR Wealth Builders first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Intuitive Surgical position peaked at $4.59M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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