Werba Rubin Papier Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Werba Rubin Papier Wealth 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	$240K	Sell	604 -146	-19%	-$63.8K	0.03%	264
2026 Q1	$346K	Buy	750 +61	+9%	+$30.9K	0.05%	177
2025 Q4	$390K	Buy	689 +199	+41%	+$106K	0.11%	129
2025 Q3	$219K	Sell	490 -1	-0.2%	-$480	0.04%	224
2025 Q2	$267K	Hold	491	–	–	0.05%	170
2025 Q1	$243K	Sell	491 -1	-0.2%	-$553	0.05%	159
2024 Q4	$257K	Sell	492 -49	-9%	-$25.5K	0.06%	147
2024 Q3	$266K	Buy	541 +33	+6%	+$15.4K	0.06%	139
2024 Q2	$226K	Buy	+508	New	+$202K	0.06%	145

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 $3.38T AUM 44.17% 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

Werba Rubin Papier Wealth Management's ISRG Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $63.8K and leaving 604 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #264.

Werba Rubin Papier Wealth Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $390K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Werba Rubin Papier Wealth Management held 604 shares of Intuitive Surgical worth $240K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 146 Intuitive Surgical shares in Q2 2026, an estimated $63.8K.
Intuitive Surgical made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #264 holding.
Werba Rubin Papier Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Werba Rubin Papier Wealth Management's Intuitive Surgical position peaked at $390K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.