Walter & Keenan Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Walter & Keenan Wealth Management’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	$250K	Sell	629 -88	-12%	-$38.4K	0.06%	159
2026 Q1	$331K	Buy	717 +4	+0.6%	+$2.02K	0.09%	130
2025 Q4	$404K	Buy	713 +69	+11%	+$36.7K	0.11%	118
2025 Q3	$288K	Sell	644 -75	-10%	-$36K	0.08%	135
2025 Q2	$391K	Buy	719 +110	+18%	+$57.5K	0.11%	118
2025 Q1	$302K	Buy	609 +71	+13%	+$39.3K	0.09%	128
2024 Q4	$281K	Sell	538 -9	-2%	-$4.69K	0.08%	129
2024 Q3	$269K	Buy	547 +4	+0.7%	+$1.86K	0.08%	135
2024 Q2	$242K	Hold	543	–	–	0.08%	137
2024 Q1	$217K	Buy	+543	New	+$205K	0.07%	134
2020 Q2	–	Sell	-2,736	Closed	-$418K	–	165
2020 Q1	$418K	Buy	+2,736	New	+$501K	0.17%	67

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Walter & Keenan Wealth Management's ISRG Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 629 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #159.

Walter & Keenan Wealth Management first reported a position in ISRG in Q1 2020 and has held it in 11 quarters since. The position peaked at $418K in Q1 2020. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Walter & Keenan Wealth Management held 629 shares of Intuitive Surgical worth $250K as of Q2 2026.
Walter & Keenan Wealth Management sold 88 Intuitive Surgical shares in Q2 2026, an estimated $38.4K.
Intuitive Surgical made up 0.06% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #159 holding.
Walter & Keenan Wealth Management first reported a position in Intuitive Surgical in Q1 2020 and has held it in 11 quarters since.
Walter & Keenan Wealth Management's Intuitive Surgical position peaked at $418K in Q1 2020.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.