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Twin Peaks Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Twin Peaks Wealth Advisors’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
-361
Closed -$166K – 1206
2026
Q1 		$166K Buy
+361
New +$183K 0.04% 213
2025
Q3 		– Sell
-298
Closed -$142K – 1139
2025
Q2 		$142K Buy
+298
New +$156K 0.05% 195

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

Twin Peaks Wealth Advisors's ISRG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 361 shares — an estimated $166K sold.

Twin Peaks Wealth Advisors first reported a position in ISRG in Q2 2025 and held it in 2 quarters. The position peaked at $166K in Q1 2026. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 361 Intuitive Surgical shares in Q2 2026, an estimated $166K.
  • Twin Peaks Wealth Advisors first reported a position in Intuitive Surgical in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Intuitive Surgical position peaked at $166K in Q1 2026.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.