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Wilkerson Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Wilkerson Advisory Group’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 		$165K Sell
414
-12
-3% -$5.24K 0.05% 112
2026
Q1 		$196K Buy
426
+391
+1,117% +$198K 0.07% 101
2025
Q4 		$19.8K Buy
+35
New +$18.6K 0.01% 241

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

Wilkerson Advisory Group's ISRG Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Intuitive Surgical (ISRG) stake by 2.8% in Q2 2026, selling an estimated $5.24K and leaving 414 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #112.

Wilkerson Advisory Group first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $196K in Q1 2026. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wilkerson Advisory Group held 414 shares of Intuitive Surgical worth $165K as of Q2 2026.
  • Wilkerson Advisory Group sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Wilkerson Advisory Group first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Intuitive Surgical position peaked at $196K in Q1 2026.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.