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Strategies Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Strategies 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 		$226K Sell
568
-1
-0.2% -$437 0.02% 185
2026
Q1 		$262K Sell
569
-8
-1% -$4.05K 0.03% 156
2025
Q4 		$327K Buy
577
+10
+2% +$5.32K 0.03% 135
2025
Q3 		$254K Buy
567
+42
+8% +$20.2K 0.03% 162
2025
Q2 		$285K Sell
525
-197
-27% -$103K 0.03% 144
2025
Q1 		$358K Buy
+722
New +$399K 0.04% 125

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

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

Strategies Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.18% in Q2 2026, selling an estimated $437 and leaving 568 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #185.

Strategies Wealth Advisors first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $358K in Q1 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Strategies Wealth Advisors held 568 shares of Intuitive Surgical worth $226K as of Q2 2026.
  • Strategies Wealth Advisors sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Strategies Wealth Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Intuitive Surgical position peaked at $358K in Q1 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.