Wendell David Associates’s Intuitive Surgical ISRG Stock Holding History

Wendell David 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	$2.05M	Hold	5,144	–	–	0.22%	67
2026 Q1	$2.37M	Sell	5,144 -16	-0.3%	-$8.1K	0.26%	65
2025 Q4	$2.92M	Sell	5,160 -2,115	-29%	-$1.13M	0.3%	63
2025 Q3	$3.25M	Hold	7,275	–	–	0.32%	61
2025 Q2	$3.95M	Hold	7,275	–	–	0.4%	55
2025 Q1	$3.6M	Hold	7,275	–	–	0.36%	55
2024 Q4	$3.8M	Hold	7,275	–	–	0.38%	54
2024 Q3	$3.57M	Hold	7,275	–	–	0.34%	56
2024 Q2	$3.24M	Hold	7,275	–	–	0.33%	58
2024 Q1	$2.9M	Hold	7,275	–	–	0.29%	66
2023 Q4	$2.45M	Sell	7,275 -300	-4%	-$89.4K	0.26%	69
2023 Q3	$2.21M	Sell	7,575 -225	-3%	-$70.3K	0.26%	67
2023 Q2	$2.67M	Hold	7,800	–	–	0.3%	67
2023 Q1	$1.99M	Hold	7,800	–	–	0.24%	74
2022 Q4	$2.07M	Hold	7,800	–	–	0.25%	72
2022 Q3	$1.46M	Hold	7,800	–	–	0.2%	76
2022 Q2	$1.57M	Hold	7,800	–	–	0.2%	75
2022 Q1	$2.35M	Hold	7,800	–	–	0.26%	71
2021 Q4	$2.8M	Sell	7,800 -75	-1%	-$25.8K	0.28%	69
2021 Q3	$2.61M	Hold	7,875	–	–	0.29%	67
2021 Q2	$2.41M	Hold	7,875	–	–	0.27%	71
2021 Q1	$1.94M	Hold	7,875	–	–	0.23%	73
2020 Q4	$2.15M	Hold	7,875	–	–	0.26%	70
2020 Q3	$1.86M	Hold	7,875	–	–	0.25%	72
2020 Q2	$1.5M	Hold	7,875	–	–	0.22%	74
2020 Q1	$1.3M	Sell	7,875 -135	-2%	-$24.7K	0.22%	74
2019 Q4	$1.58M	Hold	8,010	–	–	0.22%	79
2019 Q3	$1.44M	Sell	8,010 -105	-1%	-$18.2K	0.21%	79
2019 Q2	$1.42M	Sell	8,115 -3	-0%	-$514	0.21%	80
2019 Q1	$1.54M	Sell	8,118 -417	-5%	-$74.1K	0.24%	81
2018 Q4	$1.36M	Buy	8,535 +30	+0.4%	+$5.08K	0.25%	82
2018 Q3	$1.63M	Buy	8,505 +45	+0.5%	+$7.99K	0.25%	82
2018 Q2	$1.35M	Hold	8,460	–	–	0.23%	84
2018 Q1	$1.16M	Sell	8,460 -225	-3%	-$31.4K	0.21%	88
2017 Q4	$1.06M	Hold	8,685	–	–	0.18%	95
2017 Q3	$1.01M	Hold	8,685	–	–	0.18%	95
2017 Q2	$903K	Hold	8,685	–	–	0.17%	94
2017 Q1	$740K	Hold	8,685	–	–	0.14%	100
2016 Q4	$612K	Sell	8,685 -495	-5%	-$36.4K	0.12%	106
2016 Q3	$739K	Hold	9,180	–	–	0.15%	100
2016 Q2	$674K	Hold	9,180	–	–	0.13%	101
2016 Q1	$613K	Hold	9,180	–	–	0.12%	105
2015 Q4	$557K	Hold	9,180	–	–	0.11%	108
2015 Q3	$469K	Hold	9,180	–	–	0.1%	114
2015 Q2	$495K	Hold	9,180	–	–	0.1%	119
2015 Q1	$515K	Hold	9,180	–	–	0.1%	118
2014 Q4	$540K	Sell	9,180 -90	-1%	-$5.01K	0.11%	116
2014 Q3	$476K	Hold	9,270	–	–	0.1%	116
2014 Q2	$424K	Sell	9,270 -810	-8%	-$35.7K	0.09%	115
2014 Q1	$491K	Sell	10,080 -315	-3%	-$14.8K	0.11%	114
2013 Q4	$444K	Hold	10,395	–	–	0.1%	112
2013 Q3	$434K	Buy	10,395 +720	+7%	+$31.8K	0.1%	113
2013 Q2	$544K	Buy	+9,675	New	+$533K	0.14%	107

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

Wendell David Associates's ISRG Position: Q2 2026 in Review

Wendell David Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 5,144 shares worth $2.05M. The position accounts for 0.22% of the portfolio, ranked #67.

Wendell David Associates first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.95M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Wendell David Associates held 5,144 shares of Intuitive Surgical worth $2.05M as of Q2 2026.
Wendell David Associates left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.22% of Wendell David Associates's portfolio in Q2 2026, its #67 holding.
Wendell David Associates first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Intuitive Surgical position peaked at $3.95M in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.