Warther Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Warther Private Wealth’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	$280K	Sell	704 -300	-30%	-$131K	0.06%	48
2026 Q1	$463K	Sell	1,004 -9	-0.9%	-$4.55K	0.11%	36
2025 Q4	$574K	Buy	1,013 +13	+1%	+$6.92K	0.14%	34
2025 Q3	$447K	Sell	1,000 -7	-0.7%	-$3.36K	0.11%	38
2025 Q2	$547K	Sell	1,007 -109	-10%	-$57K	0.14%	38
2025 Q1	$553K	Buy	1,116 +20	+2%	+$11.1K	0.18%	37
2024 Q4	$572K	Buy	1,096 +7	+0.6%	+$3.65K	0.19%	42
2024 Q3	$535K	Hold	1,089	–	–	0.19%	45
2024 Q2	$484K	Buy	+1,089	New	+$434K	0.19%	47

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

Warther Private Wealth's ISRG Position: Q2 2026 in Review

Warther Private Wealth reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $131K and leaving 704 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #48.

Warther Private Wealth first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $574K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Warther Private Wealth held 704 shares of Intuitive Surgical worth $280K as of Q2 2026.
Warther Private Wealth sold 300 Intuitive Surgical shares in Q2 2026, an estimated $131K.
Intuitive Surgical made up 0.06% of Warther Private Wealth's portfolio in Q2 2026, its #48 holding.
Warther Private Wealth first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Warther Private Wealth's Intuitive Surgical position peaked at $574K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.