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Wealthspire Advisors (New York)’s Intuitive Surgical ISRG Stock Holding History

Wealthspire Advisors (New York)’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 		$2.11M Buy
5,304
+4,038
+319% +$1.76M 0.01% 408
2026
Q1 		$584K Sell
1,266
-1,680
-57% -$850K ﹤0.01% 533
2025
Q4 		$1.67M Buy
2,946
+1,780
+153% +$948K 0.01% 325
2025
Q3 		$521K Sell
1,166
-867
-43% -$416K ﹤0.01% 525
2025
Q2 		$1.1M Buy
2,033
+362
+22% +$189K 0.01% 370
2025
Q1 		$828K Buy
1,671
+26
+2% +$14.4K ﹤0.01% 426
2024
Q4 		$859K Buy
1,645
+366
+29% +$191K 0.01% 403
2024
Q3 		$628K Buy
1,279
+134
+12% +$62.4K 0.01% 449
2024
Q2 		$509K Buy
1,145
+113
+11% +$45K 0.01% 425
2024
Q1 		$412K Sell
1,032
-227
-18% -$85.8K 0.01% 458
2023
Q4 		$425K Buy
1,259
+289
+30% +$86.1K 0.01% 443
2023
Q3 		$284K Buy
970
+134
+16% +$41.8K ﹤0.01% 498
2023
Q2 		$286K Buy
+836
New +$253K ﹤0.01% 465
2023
Q1 		– Sell
-1,328
Closed -$352K – 565
2022
Q4 		$352K Buy
+1,328
New +$324K 0.01% 427
2022
Q1 		– Sell
-1,565
Closed -$562K – 492
2021
Q4 		$562K Sell
1,565
-103
-6% -$35.4K 0.01% 303
2021
Q3 		$553K Buy
+1,668
New +$560K 0.01% 338
2021
Q2 		– Sell
-9,198
Closed -$2.27M – 518
2021
Q1 		$2.27M Buy
9,198
+1,596
+21% +$402K 0.05% 164
2020
Q4 		$2.07M Buy
7,602
+1,545
+26% +$384K 0.06% 136
2020
Q3 		$1.43M Buy
6,057
+3,672
+154% +$825K 0.09% 104
2020
Q2 		$453K Sell
2,385
-1,902
-44% -$341K 0.03% 160
2020
Q1 		$708K Buy
4,287
+2,994
+232% +$548K 0.03% 247
2019
Q4 		$255K Buy
+1,293
New +$242K 0.02% 171
2019
Q1 		– Sell
-258
Closed -$41K – 414
2018
Q4 		$41K Buy
+258
New +$43.7K ﹤0.01% 211

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s ISRG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Intuitive Surgical (ISRG) stake by 319% in Q2 2026, buying an estimated $1.76M and bringing the position to 5,304 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #408.

Wealthspire Advisors (New York) first reported a position in ISRG in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.27M in Q1 2021. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,304 shares of Intuitive Surgical worth $2.11M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,038 Intuitive Surgical shares in Q2 2026, an estimated $1.76M.
  • Intuitive Surgical made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #408 holding.
  • Wealthspire Advisors (New York) first reported a position in Intuitive Surgical in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Intuitive Surgical position peaked at $2.27M in Q1 2021.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.