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West Family Investments’s Intuitive Surgical ISRG Stock Holding History

West Family Investments’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 		$356K Sell
894
-51
-5% -$22.3K 0.1% 270
2026
Q1 		$436K Sell
945
-377
-29% -$191K 0.15% 129
2025
Q4 		$749K Hold
1,322
– – 0.18% 115
2025
Q3 		$591K Buy
1,322
+25
+2% +$12K 0.13% 144
2025
Q2 		$705K Buy
1,297
+366
+39% +$191K 0.18% 116
2025
Q1 		$461K Sell
931
-12
-1% -$6.64K 0.17% 120
2024
Q4 		$492K Sell
943
-25
-3% -$13K 0.17% 125
2024
Q3 		$476K Buy
968
+237
+32% +$110K 0.16% 131
2024
Q2 		$325K Buy
731
+140
+24% +$55.8K 0.1% 163
2024
Q1 		$236K Buy
+591
New +$223K 0.07% 223
2022
Q1 		– Sell
-839
Closed -$301K – 322
2021
Q4 		$301K Sell
839
-7
-0.8% -$2.41K 0.08% 204
2021
Q3 		$280K Buy
+846
New +$284K 0.07% 224

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

West Family Investments's ISRG Position: Q2 2026 in Review

West Family Investments reduced its Intuitive Surgical (ISRG) stake by 5.4% in Q2 2026, selling an estimated $22.3K and leaving 894 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #270.

West Family Investments first reported a position in ISRG in Q3 2021 and has held it in 12 quarters since. The position peaked at $749K in Q4 2025. 2,260 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • West Family Investments held 894 shares of Intuitive Surgical worth $356K as of Q2 2026.
  • West Family Investments sold 51 Intuitive Surgical shares in Q2 2026, an estimated $22.3K.
  • Intuitive Surgical made up 0.1% of West Family Investments's portfolio in Q2 2026, its #270 holding.
  • West Family Investments first reported a position in Intuitive Surgical in Q3 2021 and has held it in 12 quarters since.
  • West Family Investments's Intuitive Surgical position peaked at $749K in Q4 2025.
  • 2,260 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.