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VSM Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

VSM Wealth Advisory’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 		$8.35K Hold
21
– – ﹤0.01% 376
2026
Q1 		$9.68K Sell
21
-3
-13% -$1.52K ﹤0.01% 366
2025
Q4 		$13.6K Hold
24
– – ﹤0.01% 302
2025
Q3 		$10.7K Sell
24
-105
-81% -$50.4K ﹤0.01% 334
2025
Q2 		$70.1K Hold
129
– – 0.02% 178
2025
Q1 		$63.9K Hold
129
– – 0.02% 173
2024
Q4 		$67.3K Buy
+129
New +$67.2K 0.02% 170

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

VSM Wealth Advisory's ISRG Position: Q2 2026 in Review

VSM Wealth Advisory held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 21 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

VSM Wealth Advisory first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.1K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • VSM Wealth Advisory held 21 shares of Intuitive Surgical worth $8.35K as of Q2 2026.
  • VSM Wealth Advisory left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #376 holding.
  • VSM Wealth Advisory first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Intuitive Surgical position peaked at $70.1K in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.