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Topsail Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Topsail Wealth Management’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 		$224K Sell
564
-10
-2% -$4.37K 0.03% 163
2026
Q1 		$265K Buy
574
+11
+2% +$5.57K 0.04% 138
2025
Q4 		$319K Buy
563
+20
+4% +$10.6K 0.05% 122
2025
Q3 		$243K Sell
543
-9
-2% -$4.32K 0.04% 132
2025
Q2 		$300K Sell
552
-19
-3% -$9.94K 0.05% 109
2025
Q1 		$283K Buy
571
+15
+3% +$8.29K 0.06% 109
2024
Q4 		$290K Buy
+556
New +$290K 0.06% 92

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

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

Topsail Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.7% in Q2 2026, selling an estimated $4.37K and leaving 564 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #163.

Topsail Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Topsail Wealth Management held 564 shares of Intuitive Surgical worth $224K as of Q2 2026.
  • Topsail Wealth Management sold 10 Intuitive Surgical shares in Q2 2026, an estimated $4.37K.
  • Intuitive Surgical made up 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Topsail Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's Intuitive Surgical position peaked at $319K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.