WBH Advisory’s Intuitive Surgical ISRG Stock Holding History

WBH 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	$597K	Hold	1,500	–	–	0.04%	236
2026 Q1	$697K	Hold	1,500	–	–	0.05%	197
2025 Q4	$850K	Hold	1,500	–	–	0.06%	182
2025 Q3	$671K	Hold	1,500	–	–	0.05%	205
2025 Q2	$815K	Hold	1,500	–	–	0.07%	181
2025 Q1	$743K	Sell	1,500 -1	-0.1%	-$553	0.07%	176
2024 Q4	$783K	Hold	1,501	–	–	0.07%	173
2024 Q3	$737K	Buy	1,501 +1	+0.1%	+$466	0.07%	177
2024 Q2	$667K	Sell	1,500 -2	-0.1%	-$797	0.07%	179
2024 Q1	$599K	Buy	+1,502	New	+$568K	0.06%	193
2021 Q2	–	Sell	-1,500	Closed	-$369K	–	267
2021 Q1	$369K	Hold	1,500	–	–	0.06%	204
2020 Q4	$399K	Hold	1,500	–	–	0.07%	191
2020 Q3	$355K	Sell	1,500 -18	-1%	-$4.04K	0.07%	186
2020 Q2	$288K	Hold	1,518	–	–	0.07%	198
2020 Q1	$250	Hold	1,518	–	–	0.06%	196
2019 Q4	$299K	Buy	1,518 +18	+1%	+$3.37K	0.06%	202
2019 Q3	$269K	Sell	1,500 -21	-1%	-$3.63K	0.06%	210
2019 Q2	$265K	Hold	1,521	–	–	0.06%	207
2019 Q1	$289K	Buy	1,521 +21	+1%	+$3.73K	0.07%	197
2018 Q4	$239	Hold	1,500	–	–	0.06%	208
2018 Q3	$287K	Buy	+1,500	New	+$266K	0.07%	205

Other funds holding ISRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WBH Advisory's ISRG Position: Q2 2026 in Review

WBH Advisory held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,500 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #236.

WBH Advisory first reported a position in ISRG in Q3 2018 and has held it in 21 quarters since. The position peaked at $850K in Q4 2025. 1,528 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

WBH Advisory held 1,500 shares of Intuitive Surgical worth $597K as of Q2 2026.
WBH Advisory left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #236 holding.
WBH Advisory first reported a position in Intuitive Surgical in Q3 2018 and has held it in 21 quarters since.
WBH Advisory's Intuitive Surgical position peaked at $850K in Q4 2025.
1,528 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.