Tanager Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$298K Buy
749
+309
+70% +$135K 0.03% 123
2026
Q1
$203K Buy
440
+43
+11% +$21.8K 0.02% 141
2025
Q4
$225K Buy
+397
New +$211K 0.02% 129
2023
Q4
Sell
-746
Closed -$218K 83
2023
Q3
$218K Buy
746
+14
+2% +$4.37K 0.05% 72
2023
Q2
$250K Buy
+732
New +$221K 0.05% 73

Other funds holding ISRG

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

Tanager Wealth Management increased its Intuitive Surgical (ISRG) stake by 70% in Q2 2026, buying an estimated $135K and bringing the position to 749 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #123.

Tanager Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tanager Wealth Management held 749 shares of Intuitive Surgical worth $298K as of Q2 2026.
  • Tanager Wealth Management bought 309 Intuitive Surgical shares in Q2 2026, an estimated $135K.
  • Intuitive Surgical made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Tanager Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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