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Wealth Management Associates’s Intuitive Surgical ISRG Stock Holding History

Wealth Management Associates’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
-845
Closed -$390K – 259
2026
Q1 		$390K Sell
845
-57
-6% -$28.8K 0.13% 138
2025
Q4 		$511K Buy
902
+52
+6% +$27.7K 0.18% 101
2025
Q3 		$380K Buy
850
+2
+0.2% +$960 0.13% 143
2025
Q2 		$461K Hold
848
– – 0.18% 105
2025
Q1 		$420K Sell
848
-1
-0.1% -$553 0.18% 110
2024
Q4 		$443K Sell
849
-137
-14% -$71.4K 0.19% 103
2024
Q3 		$484K Buy
986
+56
+6% +$26.1K 0.21% 93
2024
Q2 		$414K Hold
930
– – 0.19% 100
2024
Q1 		$414K Sell
930
-226
-20% -$85.4K 0.19% 100
2023
Q4 		$390K Hold
1,156
– – 0.21% 105
2023
Q3 		$338K Buy
1,156
+208
+22% +$65K 0.2% 113
2023
Q2 		$324K Sell
948
-251
-21% -$75.9K 0.18% 117
2023
Q1 		$306K Hold
1,199
– – 0.19% 118
2022
Q4 		$318K Sell
1,199
-619
-34% -$151K 0.21% 112
2022
Q3 		$341K Buy
+1,818
New +$390K 0.24% 112

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 Management Associates's ISRG Position: Q2 2026 in Review

Wealth Management Associates sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 845 shares — an estimated $390K sold.

Wealth Management Associates first reported a position in ISRG in Q3 2022 and held it in 15 quarters. The position peaked at $511K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealth Management Associates reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Associates sold 845 Intuitive Surgical shares in Q2 2026, an estimated $390K.
  • Wealth Management Associates first reported a position in Intuitive Surgical in Q3 2022 and held it in 15 quarters.
  • Wealth Management Associates's Intuitive Surgical position peaked at $511K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.