Western Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$795K Hold
2,000
0.03% 542
2026
Q1
$922K Buy
+2,000
New +$1.01M 0.04% 470

Other funds holding ISRG

Western Wealth Management's ISRG Position: Q2 2026 in Review

Western Wealth Management increased its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, buying an estimated $449K and bringing the position to 10,847 shares worth $4.31M. The position accounts for 0.14% of the portfolio, ranked #142.

Western Wealth Management first reported a position in ISRG in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q1 2026. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Western Wealth Management held 10,847 shares of Intuitive Surgical worth $4.31M as of Q2 2026.
  • Western Wealth Management bought 1,027 Intuitive Surgical shares in Q2 2026, an estimated $449K.
  • Intuitive Surgical made up 0.14% of Western Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Western Wealth Management first reported a position in Intuitive Surgical in Q2 2021 and has held it in 20 quarters since.
  • Western Wealth Management's Intuitive Surgical position peaked at $4.53M in Q1 2026.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.