TopTier Wealth Management’s Intuitive Surgical ISRG Stock Holding History

TopTier 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	–	Sell	-137	Closed	-$63.2K	–	420
2026 Q1	$63.2K	Buy	+137	New	+$69.3K	0.04%	204

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

TopTier Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 137 shares — an estimated $63.2K sold.

TopTier Wealth Management first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $63.2K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

TopTier Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 137 Intuitive Surgical shares in Q2 2026, an estimated $63.2K.
TopTier Wealth Management first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Intuitive Surgical position peaked at $63.2K in Q1 2026.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.