WETS
ISRG icon

Wealth Enhancement Trust Services’s Intuitive Surgical ISRG Stock Holding History

Wealth Enhancement Trust Services’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 		$3.89M Sell
9,781
-1,389
-12% -$607K 0.43% 58
2026
Q1 		$5.15M Buy
11,170
+1,571
+16% +$795K 0.62% 41
2025
Q4 		$5.44M Buy
+9,599
New +$5.11M 0.69% 37

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's ISRG Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $607K and leaving 9,781 shares worth $3.89M. The position accounts for 0.43% of the portfolio, ranked #58.

Wealth Enhancement Trust Services first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.44M in Q4 2025. 1,676 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,781 shares of Intuitive Surgical worth $3.89M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,389 Intuitive Surgical shares in Q2 2026, an estimated $607K.
  • Intuitive Surgical made up 0.43% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #58 holding.
  • Wealth Enhancement Trust Services first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Intuitive Surgical position peaked at $5.44M in Q4 2025.
  • 1,676 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.