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Waddell & Associates’s Intuitive Surgical ISRG Stock Holding History

Waddell & Associates’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 		$286K Buy
719
+53
+8% +$23.2K 0.01% 418
2026
Q1 		$307K Buy
+666
New +$337K 0.02% 334

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

Waddell & Associates's ISRG Position: Q2 2026 in Review

Waddell & Associates increased its Intuitive Surgical (ISRG) stake by 8% in Q2 2026, buying an estimated $23.2K and bringing the position to 719 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #418.

Waddell & Associates first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $307K in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Waddell & Associates held 719 shares of Intuitive Surgical worth $286K as of Q2 2026.
  • Waddell & Associates bought 53 Intuitive Surgical shares in Q2 2026, an estimated $23.2K.
  • Intuitive Surgical made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #418 holding.
  • Waddell & Associates first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's Intuitive Surgical position peaked at $307K in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.