Scholtz & Company’s Intuitive Surgical ISRG Stock Holding History

Scholtz & Company’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	$2M	Sell	5,040 -252	-5%	-$110K	1%	31
2026 Q1	$2.44M	Buy	+5,292	New	+$2.68M	1.25%	33
2022 Q1	–	Sell	-1,072	Closed	-$385K	–	59
2021 Q4	$385K	Sell	1,072 -794	-43%	-$273K	0.12%	53
2021 Q3	$618K	Sell	1,866 -27	-1%	-$9.07K	0.22%	46
2021 Q2	$580K	Buy	1,893 +186	+11%	+$52.2K	0.2%	53
2021 Q1	$420K	Sell	1,707 -15	-0.9%	-$3.77K	0.16%	57
2020 Q4	$470K	Buy	1,722 +474	+38%	+$118K	0.18%	57
2020 Q3	$295K	Buy	1,248 +183	+17%	+$41.1K	0.13%	60
2020 Q2	$202K	Buy	+1,065	New	+$191K	0.1%	57
2020 Q1	–	Sell	-1,329	Closed	-$262K	–	64
2019 Q4	$262K	Buy	+1,329	New	+$249K	0.15%	55

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

Scholtz & Company's ISRG Position: Q2 2026 in Review

Scholtz & Company reduced its Intuitive Surgical (ISRG) stake by 4.8% in Q2 2026, selling an estimated $110K and leaving 5,040 shares worth $2M. The position accounts for 1% of the portfolio, ranked #31.

Scholtz & Company first reported a position in ISRG in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.44M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Scholtz & Company held 5,040 shares of Intuitive Surgical worth $2M as of Q2 2026.
Scholtz & Company sold 252 Intuitive Surgical shares in Q2 2026, an estimated $110K.
Intuitive Surgical made up 1% of Scholtz & Company's portfolio in Q2 2026, its #31 holding.
Scholtz & Company first reported a position in Intuitive Surgical in Q4 2019 and has held it in 10 quarters since.
Scholtz & Company's Intuitive Surgical position peaked at $2.44M in Q1 2026.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.