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Simplicity Wealth’s Intuitive Surgical ISRG Stock Holding History

Simplicity Wealth’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 		$514K Sell
1,293
-137
-10% -$59.9K 0.02% 625
2026
Q1 		$659K Sell
1,430
-240
-14% -$121K 0.04% 388
2025
Q4 		$946K Buy
1,670
+88
+6% +$46.8K 0.06% 291
2025
Q3 		$707K Sell
1,582
-2,049
-56% -$983K 0.04% 371
2025
Q2 		$1.97M Buy
3,631
+2,242
+161% +$1.17M 0.08% 219
2025
Q1 		$688K Buy
1,389
+724
+109% +$400K 0.05% 294
2024
Q4 		$347K Sell
665
-506
-43% -$264K 0.07% 211
2024
Q3 		$575K Sell
1,171
-26,975
-96% -$12.6M 0.05% 269
2024
Q2 		$12.5M Buy
28,146
+127
+0.5% +$50.6K 0.28% 73
2024
Q1 		$11.2M Buy
+28,019
New +$10.6M 0.27% 75

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

Simplicity Wealth's ISRG Position: Q2 2026 in Review

Simplicity Wealth reduced its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, selling an estimated $59.9K and leaving 1,293 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #625.

Simplicity Wealth first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q2 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Simplicity Wealth held 1,293 shares of Intuitive Surgical worth $514K as of Q2 2026.
  • Simplicity Wealth sold 137 Intuitive Surgical shares in Q2 2026, an estimated $59.9K.
  • Intuitive Surgical made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #625 holding.
  • Simplicity Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Intuitive Surgical position peaked at $12.5M in Q2 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.