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Total Clarity Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Total Clarity 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 		$568K Buy
1,429
+315
+28% +$138K 0.11% 191
2026
Q1 		$514K Buy
1,114
+67
+6% +$33.9K 0.12% 176
2025
Q4 		$593K Buy
1,047
+33
+3% +$17.6K 0.14% 157
2025
Q3 		$453K Sell
1,014
-65
-6% -$31.2K 0.12% 178
2025
Q2 		$586K Buy
1,079
+328
+44% +$172K 0.17% 142
2025
Q1 		$392K Sell
751
-38
-5% -$21K 0.13% 169
2024
Q4 		$412K Buy
789
+23
+3% +$12K 0.13% 164
2024
Q3 		$376K Buy
766
+93
+14% +$43.3K 0.12% 168
2024
Q2 		$299K Buy
673
+20
+3% +$7.97K 0.1% 188
2024
Q1 		$261K Hold
653
– – 0.09% 223
2023
Q4 		$220K Buy
+653
New +$195K 0.09% 214
2023
Q3 		– Sell
-613
Closed -$210K – 230
2023
Q2 		$210K Buy
+613
New +$185K 0.1% 197
2022
Q3 		– Sell
-268
Closed -$54K – 596
2022
Q2 		$54K Buy
+268
New +$62.9K 0.03% 400
2022
Q1 		– Sell
-268
Closed -$96K – 554
2021
Q4 		$96K Buy
268
+7
+3% +$2.41K 0.04% 320
2021
Q3 		$86K Buy
+261
New +$87.6K 0.04% 326
2021
Q2 		– Sell
-261
Closed -$64K – 453
2021
Q1 		$64K Buy
+261
New +$65.7K 0.04% 302
2020
Q1 		– Sell
-120
Closed -$24K – 348
2019
Q4 		$24K Buy
+120
New +$22.5K 0.02% 369

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

Total Clarity Wealth Management's ISRG Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, buying an estimated $138K and bringing the position to 1,429 shares worth $568K. The position accounts for 0.11% of the portfolio, ranked #191.

Total Clarity Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 17 quarters since. The position peaked at $593K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Total Clarity Wealth Management held 1,429 shares of Intuitive Surgical worth $568K as of Q2 2026.
  • Total Clarity Wealth Management bought 315 Intuitive Surgical shares in Q2 2026, an estimated $138K.
  • Intuitive Surgical made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Total Clarity Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 17 quarters since.
  • Total Clarity Wealth Management's Intuitive Surgical position peaked at $593K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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