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Sendero Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sendero 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 		$849K Sell
2,134
-14
-0.7% -$6.12K 0.08% 136
2026
Q1 		$990K Sell
2,148
-41
-2% -$20.7K 0.11% 106
2025
Q4 		$1.24M Buy
2,189
+46
+2% +$24.5K 0.14% 89
2025
Q3 		$958K Sell
2,143
-5
-0.2% -$2.4K 0.11% 103
2025
Q2 		$1.17M Buy
2,148
+13
+0.6% +$6.8K 0.15% 86
2025
Q1 		$1.06M Sell
2,135
-1,210
-36% -$669K 0.15% 85
2024
Q4 		$1.75M Hold
3,345
– – 0.26% 63
2024
Q3 		$1.64M Hold
3,345
– – 0.26% 56
2024
Q2 		$1.49M Hold
3,345
– – 0.25% 57
2024
Q1 		$1.33M Hold
3,345
– – 0.23% 67
2023
Q4 		$1.13M Hold
3,345
– – 0.21% 74
2023
Q3 		$978K Hold
3,345
– – 0.21% 76
2023
Q2 		$1.14M Buy
+3,345
New +$1.01M 0.25% 73

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

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

Sendero Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.65% in Q2 2026, selling an estimated $6.12K and leaving 2,134 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #136.

Sendero Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.75M in Q4 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sendero Wealth Management held 2,134 shares of Intuitive Surgical worth $849K as of Q2 2026.
  • Sendero Wealth Management sold 14 Intuitive Surgical shares in Q2 2026, an estimated $6.12K.
  • Intuitive Surgical made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Sendero Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's Intuitive Surgical position peaked at $1.75M in Q4 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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