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White Lighthouse Investment Management’s Intuitive Surgical ISRG Stock Holding History

White Lighthouse 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 		– Sell
-468
Closed -$216K – 154
2026
Q1 		$216K Sell
468
-5
-1% -$2.53K 0.03% 139
2025
Q4 		$268K Buy
473
+23
+5% +$12.2K 0.04% 129
2025
Q3 		$201K Sell
450
-6
-1% -$2.88K 0.03% 138
2025
Q2 		$248K Hold
456
– – 0.04% 127
2025
Q1 		$226K Buy
456
+9
+2% +$4.98K 0.04% 126
2024
Q4 		$233K Hold
447
– – 0.04% 125
2024
Q3 		$220K Sell
447
-40
-8% -$18.6K 0.04% 126
2024
Q2 		$217K Buy
+487
New +$194K 0.04% 118

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

White Lighthouse Investment Management's ISRG Position: Q2 2026 in Review

White Lighthouse Investment Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 468 shares — an estimated $216K sold.

White Lighthouse Investment Management first reported a position in ISRG in Q2 2024 and held it in 8 quarters. The position peaked at $268K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • White Lighthouse Investment Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • White Lighthouse Investment Management sold 468 Intuitive Surgical shares in Q2 2026, an estimated $216K.
  • White Lighthouse Investment Management first reported a position in Intuitive Surgical in Q2 2024 and held it in 8 quarters.
  • White Lighthouse Investment Management's Intuitive Surgical position peaked at $268K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.