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Wellington Shields & Co’s Intuitive Surgical ISRG Stock Holding History

Wellington Shields & Co’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 		$39.8K Hold
100
– – 0.01% 312
2026
Q1 		$46.1K Buy
+100
New +$50.6K 0.01% 300
2025
Q3 		– Sell
-11
Closed -$5.98K – 332
2025
Q2 		$5.98K Hold
11
– – ﹤0.01% 312
2025
Q1 		$5.45K Hold
11
– – ﹤0.01% 299
2024
Q4 		$5.74K Hold
11
– – ﹤0.01% 291
2024
Q3 		$5.4K Hold
11
– – ﹤0.01% 306
2024
Q2 		$4.89K Buy
+11
New +$4.38K ﹤0.01% 301

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

Wellington Shields & Co's ISRG Position: Q2 2026 in Review

Wellington Shields & Co held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 100 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #312.

Wellington Shields & Co first reported a position in ISRG in Q2 2024 and has held it in 7 quarters since. The position peaked at $46.1K in Q1 2026. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wellington Shields & Co held 100 shares of Intuitive Surgical worth $39.8K as of Q2 2026.
  • Wellington Shields & Co left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.01% of Wellington Shields & Co's portfolio in Q2 2026, its #312 holding.
  • Wellington Shields & Co first reported a position in Intuitive Surgical in Q2 2024 and has held it in 7 quarters since.
  • Wellington Shields & Co's Intuitive Surgical position peaked at $46.1K in Q1 2026.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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