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StrongBox Wealth’s Intuitive Surgical ISRG Stock Holding History

StrongBox 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 		$58.1K Buy
+146
New +$63.8K 0.02% 165
2025
Q1 		– Sell
-977
Closed -$510K – 89
2024
Q4 		$510K Buy
977
+12
+1% +$6.25K 0.22% 60
2024
Q3 		$474K Buy
965
+76
+9% +$35.4K 0.2% 61
2024
Q2 		$395K Buy
889
+72
+9% +$28.7K 0.19% 63
2024
Q1 		$326K Buy
+817
New +$309K 0.17% 64

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

StrongBox Wealth's ISRG Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 146 shares worth $58.1K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in ISRG as recently as Q4 2024.

StrongBox Wealth first reported a position in ISRG in Q1 2024 and has held it in 5 quarters since. The position peaked at $510K in Q4 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • StrongBox Wealth held 146 shares of Intuitive Surgical worth $58.1K as of Q2 2026.
  • Intuitive Surgical was a new StrongBox Wealth position in Q2 2026.
  • Intuitive Surgical made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #165 holding.
  • StrongBox Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 5 quarters since.
  • StrongBox Wealth's Intuitive Surgical position peaked at $510K in Q4 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.