Whipplewood Advisors’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
$10.7K Sell
27
-174
-87% -$76K 0.01% 242
2026
Q1
$92.7K Buy
201
+192
+2,133% +$97.1K 0.05% 201
2025
Q4
$5.1K Buy
+9
New +$4.79K ﹤0.01% 302
2025
Q3
– Sell
-310
Closed -$168K – 738
2025
Q2
$168K Sell
310
-218
-41% -$114K 0.09% 187
2025
Q1
$285K Buy
528
+12
+2% +$6.64K 0.17% 128
2024
Q4
$269K Buy
+516
New +$269K 0.15% 131

Other funds holding ISRG

Whipplewood Advisors's ISRG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Intuitive Surgical (ISRG) stake by 87% in Q2 2026, selling an estimated $76K and leaving 27 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #242.

Whipplewood Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $285K in Q1 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Whipplewood Advisors held 27 shares of Intuitive Surgical worth $10.7K as of Q2 2026.
  • Whipplewood Advisors sold 174 Intuitive Surgical shares in Q2 2026, an estimated $76K.
  • Intuitive Surgical made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #242 holding.
  • Whipplewood Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Intuitive Surgical position peaked at $285K in Q1 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.