Wellington Shields Capital Management’s Intuitive Surgical ISRG Stock Holding History

Wellington Shields Capital Management’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	$2.52M	Sell	6,325 -750	-11%	-$328K	0.32%	69
2026 Q1	$3.26M	Sell	7,075 -560	-7%	-$283K	0.49%	47
2025 Q4	$4.32M	Buy	7,635 +560	+8%	+$298K	0.63%	37
2025 Q3	$3.16M	Sell	7,075 -600	-8%	-$288K	0.48%	47
2025 Q2	$4.17M	Hold	7,675	–	–	0.71%	31
2025 Q1	$3.8M	Hold	7,675	–	–	0.69%	35
2024 Q4	$4.01M	Sell	7,675 -200	-3%	-$104K	0.71%	31
2024 Q3	$3.87M	Buy	7,875 +600	+8%	+$279K	0.67%	32
2024 Q2	$3.24M	Buy	+7,275	New	+$2.9M	0.59%	38

Other funds holding ISRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Shields Capital Management's ISRG Position: Q2 2026 in Review

Wellington Shields Capital Management reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $328K and leaving 6,325 shares worth $2.52M. The position accounts for 0.32% of the portfolio, ranked #69.

Wellington Shields Capital Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.32M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Wellington Shields Capital Management held 6,325 shares of Intuitive Surgical worth $2.52M as of Q2 2026.
Wellington Shields Capital Management sold 750 Intuitive Surgical shares in Q2 2026, an estimated $328K.
Intuitive Surgical made up 0.32% of Wellington Shields Capital Management's portfolio in Q2 2026, its #69 holding.
Wellington Shields Capital Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Wellington Shields Capital Management's Intuitive Surgical position peaked at $4.32M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.