Turtle Creek Wealth Advisors’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
$3.28M Sell
8,246
-1,742
-17% -$761K 0.17% 93
2026
Q1
$4.6M Buy
9,988
+639
+7% +$323K 0.35% 71
2025
Q4
$5.29M Buy
9,349
+1,975
+27% +$1.05M 0.42% 64
2025
Q3
$3.3M Buy
7,374
+2,731
+59% +$1.31M 0.29% 81
2025
Q2
$2.52M Buy
4,643
+526
+13% +$275K 0.3% 77
2025
Q1
$2.04M Buy
+4,117
New +$2.28M 0.3% 79
2024
Q4
Sell
-1,409
Closed -$692K 114
2024
Q3
$692K Buy
1,409
+55
+4% +$25.6K 0.14% 84
2024
Q2
$602K Buy
1,354
+118
+10% +$47K 0.14% 84
2024
Q1
$493K Buy
1,236
+12
+1% +$4.53K 0.12% 92
2023
Q4
$413K Buy
+1,224
New +$365K 0.12% 102

Other funds holding ISRG

Turtle Creek Wealth Advisors's ISRG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $761K and leaving 8,246 shares worth $3.28M. The position accounts for 0.17% of the portfolio, ranked #93.

Turtle Creek Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Turtle Creek Wealth Advisors held 8,246 shares of Intuitive Surgical worth $3.28M as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 1,742 Intuitive Surgical shares in Q2 2026, an estimated $761K.
  • Intuitive Surgical made up 0.17% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Turtle Creek Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Turtle Creek Wealth Advisors's Intuitive Surgical position peaked at $5.29M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.