Serenus Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Serenus 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	-471	Closed	-$217K	–	77
2026 Q1	$217K	Hold	471	–	–	0.04%	64
2025 Q4	$267K	Buy	+471	New	+$251K	0.05%	58

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

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

Serenus Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 471 shares — an estimated $217K sold.

Serenus Wealth Advisors first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $267K in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Serenus Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Serenus Wealth Advisors sold 471 Intuitive Surgical shares in Q2 2026, an estimated $217K.
Serenus Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
Serenus Wealth Advisors's Intuitive Surgical position peaked at $267K in Q4 2025.
2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.