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SHP Wealth Management’s Intuitive Surgical ISRG Stock Holding History

SHP 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 		$400K Buy
1,006
+104
+12% +$45.4K 0.03% 206
2026
Q1 		$416K Sell
902
-168
-16% -$85K 0.03% 173
2025
Q4 		$606K Buy
+1,070
New +$570K 0.05% 127

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $45.4K and bringing the position to 1,006 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #206.

SHP Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $606K in Q4 2025. 2,257 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SHP Wealth Management held 1,006 shares of Intuitive Surgical worth $400K as of Q2 2026.
  • SHP Wealth Management bought 104 Intuitive Surgical shares in Q2 2026, an estimated $45.4K.
  • Intuitive Surgical made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #206 holding.
  • SHP Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Intuitive Surgical position peaked at $606K in Q4 2025.
  • 2,257 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.