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Wealth Alliance’s Intuitive Surgical ISRG Stock Holding History

Wealth Alliance’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 		$895K Sell
2,249
-712
-24% -$311K 0.07% 212
2026
Q1 		$1.37M Buy
2,961
+166
+6% +$84K 0.13% 142
2025
Q4 		$1.58M Buy
2,795
+461
+20% +$245K 0.16% 126
2025
Q3 		$1.04M Sell
2,334
-198
-8% -$95K 0.11% 168
2025
Q2 		$1.38M Buy
2,532
+209
+9% +$109K 0.15% 133
2025
Q1 		$1.15M Sell
2,323
-191
-8% -$106K 0.14% 144
2024
Q4 		$1.31M Sell
2,514
-343
-12% -$179K 0.16% 129
2024
Q3 		$1.4M Buy
2,857
+61
+2% +$28.4K 0.17% 120
2024
Q2 		$1.24M Buy
2,796
+74
+3% +$29.5K 0.16% 126
2024
Q1 		$1.09M Buy
2,722
+94
+4% +$35.5K 0.14% 149
2023
Q4 		$887K Sell
2,628
-315
-11% -$93.9K 0.12% 167
2023
Q3 		$860K Sell
2,943
-492
-14% -$154K 0.14% 155
2023
Q2 		$1.17M Buy
3,435
+177
+5% +$53.6K 0.18% 123
2023
Q1 		$832K Sell
3,258
-41
-1% -$10.1K 0.13% 168
2022
Q4 		$875K Buy
3,299
+1,397
+73% +$341K 0.16% 151
2022
Q3 		$357K Sell
1,902
-682
-26% -$146K 0.07% 282
2022
Q2 		$519K Sell
2,584
-108
-4% -$25.3K 0.1% 209
2022
Q1 		$812K Buy
2,692
+350
+15% +$102K 0.17% 142
2021
Q4 		$842K Buy
2,342
+887
+61% +$305K 0.17% 138
2021
Q3 		$482K Sell
1,455
-9
-0.6% -$3.02K 0.11% 211
2021
Q2 		$449K Sell
1,464
-18
-1% -$5.05K 0.11% 223
2021
Q1 		$365K Sell
1,482
-21
-1% -$5.28K 0.1% 242
2020
Q4 		$410K Buy
1,503
+120
+9% +$29.8K 0.12% 206
2020
Q3 		$327K Buy
+1,383
New +$311K 0.12% 214

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

Wealth Alliance's ISRG Position: Q2 2026 in Review

Wealth Alliance reduced its Intuitive Surgical (ISRG) stake by 24% in Q2 2026, selling an estimated $311K and leaving 2,249 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #212.

Wealth Alliance first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealth Alliance held 2,249 shares of Intuitive Surgical worth $895K as of Q2 2026.
  • Wealth Alliance sold 712 Intuitive Surgical shares in Q2 2026, an estimated $311K.
  • Intuitive Surgical made up 0.07% of Wealth Alliance's portfolio in Q2 2026, its #212 holding.
  • Wealth Alliance first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Intuitive Surgical position peaked at $1.58M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.