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Westside Investment Management’s Intuitive Surgical ISRG Stock Holding History

Westside Investment 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 		$262K Hold
660
– – 0.03% 274
2026
Q1 		$298K Buy
660
+397
+151% +$201K 0.05% 247
2025
Q4 		$148K Buy
263
+6
+2% +$3.19K 0.02% 320
2025
Q3 		$113K Buy
257
+124
+93% +$59.5K 0.02% 375
2025
Q2 		$71.6K Buy
133
+124
+1,378% +$64.8K 0.01% 396
2025
Q1 		$4.47K Hold
9
– – ﹤0.01% 792
2024
Q4 		$4.7K Hold
9
– – ﹤0.01% 782
2024
Q3 		$4.06K Hold
9
– – ﹤0.01% 810
2024
Q2 		$4K Buy
+9
New +$3.58K ﹤0.01% 792

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

Westside Investment Management's ISRG Position: Q2 2026 in Review

Westside Investment Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 660 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #274.

Westside Investment Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $298K in Q1 2026. 2,252 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Westside Investment Management held 660 shares of Intuitive Surgical worth $262K as of Q2 2026.
  • Westside Investment Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #274 holding.
  • Westside Investment Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • Westside Investment Management's Intuitive Surgical position peaked at $298K in Q1 2026.
  • 2,252 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.