TVWM
ISRG icon

Tower View Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tower View 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 		$2.27M Buy
5,713
+41
+0.7% +$17.9K 1% 33
2026
Q1 		$2.61M Sell
5,672
-201
-3% -$102K 1.34% 29
2025
Q4 		$3.33M Buy
5,873
+57
+1% +$30.3K 1.64% 21
2025
Q3 		$2.6M Buy
5,816
+192
+3% +$92.1K 1.35% 30
2025
Q2 		$3.06M Sell
5,624
-4
-0.1% -$2.09K 1.58% 29
2025
Q1 		$2.79M Sell
5,628
-80
-1% -$44.2K 1.62% 29
2024
Q4 		$2.98M Sell
5,708
-1
-0% -$521 1.57% 31
2024
Q3 		$2.8M Sell
5,709
-39
-0.7% -$18.2K 1.54% 31
2024
Q2 		$2.56M Sell
5,748
-7
-0.1% -$2.79K 1.47% 31
2024
Q1 		$2.3M Sell
5,755
-447
-7% -$169K 1.34% 33
2023
Q4 		$2.09M Buy
6,202
+4
+0.1% +$1.19K 1.3% 34
2023
Q3 		$1.81M Buy
6,198
+20
+0.3% +$6.25K 1.27% 34
2023
Q2 		$2.11M Sell
6,178
-380
-6% -$115K 1.43% 34
2023
Q1 		$1.68M Sell
6,558
-85
-1% -$20.9K 1.13% 39
2022
Q4 		$1.76M Sell
6,643
-39
-0.6% -$9.51K 1.23% 38
2022
Q3 		$1.25M Buy
6,682
+35
+0.5% +$7.52K 0.95% 42
2022
Q2 		$1.33M Buy
6,647
+6,617
+22,057% +$1.55M 0.98% 39
2022
Q1 		$9K Hold
30
– – ﹤0.01% 152
2021
Q4 		$11K Hold
30
– – 0.01% 150
2021
Q3 		$10K Hold
30
– – 0.01% 179
2021
Q2 		$9K Hold
30
– – ﹤0.01% 138
2021
Q1 		$7K Hold
30
– – ﹤0.01% 148
2020
Q4 		$8K Buy
+30
New +$7.45K ﹤0.01% 140
2020
Q2 		– Sell
-9,663
Closed -$1.59M – 154
2020
Q1 		$1.59M Buy
9,663
+399
+4% +$73.1K 1.44% 32
2019
Q4 		$1.82M Sell
9,264
-18
-0.2% -$3.37K 1.38% 34
2019
Q3 		$1.67M Buy
9,282
+219
+2% +$37.9K 1.38% 32
2019
Q2 		$1.58M Buy
9,063
+3,132
+53% +$537K 1.35% 34
2019
Q1 		$1.13M Buy
5,931
+171
+3% +$30.4K 1% 40
2018
Q4 		$920K Buy
+5,760
New +$976K 0.95% 43

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

Tower View Wealth Management's ISRG Position: Q2 2026 in Review

Tower View Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.72% in Q2 2026, buying an estimated $17.9K and bringing the position to 5,713 shares worth $2.27M. The position accounts for 1% of the portfolio, ranked #33.

Tower View Wealth Management first reported a position in ISRG in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.33M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tower View Wealth Management held 5,713 shares of Intuitive Surgical worth $2.27M as of Q2 2026.
  • Tower View Wealth Management bought 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
  • Intuitive Surgical made up 1% of Tower View Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Tower View Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 29 quarters since.
  • Tower View Wealth Management's Intuitive Surgical position peaked at $3.33M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.