SWGC
ISRG icon

Summit Wealth Group (Colorado)’s Intuitive Surgical ISRG Stock Holding History

Summit Wealth Group (Colorado)’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 		$371K Sell
932
-36
-4% -$15.7K 0.03% 263
2026
Q1 		$446K Buy
+968
New +$490K 0.05% 195

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

Summit Wealth Group (Colorado)'s ISRG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q2 2026, selling an estimated $15.7K and leaving 932 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #263.

Summit Wealth Group (Colorado) first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $446K in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 932 shares of Intuitive Surgical worth $371K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 36 Intuitive Surgical shares in Q2 2026, an estimated $15.7K.
  • Intuitive Surgical made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #263 holding.
  • Summit Wealth Group (Colorado) first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s Intuitive Surgical position peaked at $446K in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.