Waystone Advisors’s Intuitive Surgical ISRG Stock Holding History

Waystone Advisors’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	–	Sell	-595	Closed	-$274K	–	116
2026 Q1	$274K	Buy	595 +28	+5%	+$14.2K	0.25%	90
2025 Q4	$321K	Buy	+567	New	+$302K	0.28%	85

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 $3.37T AUM 44.26% 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

Waystone Advisors's ISRG Position: Q2 2026 in Review

Waystone Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 595 shares — an estimated $274K sold.

Waystone Advisors first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $321K in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Waystone Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Waystone Advisors sold 595 Intuitive Surgical shares in Q2 2026, an estimated $274K.
Waystone Advisors first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
Waystone Advisors's Intuitive Surgical position peaked at $321K in Q4 2025.
2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.