SWM
ISRG icon

Shrier Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Shrier 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 		$202K Buy
508
+20
+4% +$8.74K 0.07% 133
2026
Q1 		$225K Buy
+488
New +$247K 0.08% 124

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

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

Shrier Wealth Management increased its Intuitive Surgical (ISRG) stake by 4.1% in Q2 2026, buying an estimated $8.74K and bringing the position to 508 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #133.

Shrier Wealth Management first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Shrier Wealth Management held 508 shares of Intuitive Surgical worth $202K as of Q2 2026.
  • Shrier Wealth Management bought 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up 0.07% of Shrier Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Shrier Wealth Management first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Shrier Wealth Management's Intuitive Surgical position peaked at $225K in Q1 2026.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.