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Valley Wealth Managers’s Intuitive Surgical ISRG Stock Holding History

Valley Wealth Managers’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 		$1.92M Buy
4,839
+166
+4% +$72.5K 0.11% 119
2026
Q1 		$2.15M Sell
4,673
-210
-4% -$106K 0.14% 115
2025
Q4 		$2.77M Buy
4,883
+799
+20% +$425K 0.18% 109
2025
Q3 		$1.83M Buy
4,084
+1,409
+53% +$676K 0.12% 116
2025
Q2 		$1.45M Buy
+2,675
New +$1.4M 0.1% 123

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

Valley Wealth Managers's ISRG Position: Q2 2026 in Review

Valley Wealth Managers increased its Intuitive Surgical (ISRG) stake by 3.6% in Q2 2026, buying an estimated $72.5K and bringing the position to 4,839 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #119.

Valley Wealth Managers first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Valley Wealth Managers held 4,839 shares of Intuitive Surgical worth $1.92M as of Q2 2026.
  • Valley Wealth Managers bought 166 Intuitive Surgical shares in Q2 2026, an estimated $72.5K.
  • Intuitive Surgical made up 0.11% of Valley Wealth Managers's portfolio in Q2 2026, its #119 holding.
  • Valley Wealth Managers first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Valley Wealth Managers's Intuitive Surgical position peaked at $2.77M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.