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Williams Jones Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Williams Jones Wealth 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 		$57.8M Sell
145,276
-69,051
-32% -$30.2M 0.65% 37
2026
Q1 		$98.8M Buy
214,327
+3,489
+2% +$1.77M 1.21% 23
2025
Q4 		$119M Buy
210,838
+7,688
+4% +$4.09M 1.35% 20
2025
Q3 		$90.9M Buy
203,150
+8,876
+5% +$4.26M 1.04% 28
2025
Q2 		$106M Buy
194,274
+7,522
+4% +$3.93M 1.26% 24
2025
Q1 		$92.5M Buy
186,752
+7,609
+4% +$4.21M 1.18% 29
2024
Q4 		$93.5M Buy
179,143
+8,447
+5% +$4.4M 1.13% 31
2024
Q3 		$83.9M Buy
170,696
+12,087
+8% +$5.63M 0.98% 36
2024
Q2 		$70.6M Buy
158,609
+13,148
+9% +$5.24M 0.88% 35
2024
Q1 		$58.1M Buy
145,461
+84,849
+140% +$32.1M 0.74% 39
2023
Q4 		$20.4M Buy
60,612
+54,809
+944% +$16.3M 0.29% 69
2023
Q3 		$1.7M Hold
5,803
– – 0.03% 202
2023
Q2 		$1.98M Sell
5,803
-19
-0.3% -$5.75K 0.03% 197
2023
Q1 		$1.49M Sell
5,822
-22
-0.4% -$5.42K 0.02% 229
2022
Q4 		$1.55M Sell
5,844
-6
-0.1% -$1.46K 0.03% 224
2022
Q3 		$1.1M Buy
5,850
+75
+1% +$16.1K 0.02% 261
2022
Q2 		$1.16M Sell
5,775
-75
-1% -$17.6K 0.02% 255
2022
Q1 		$1.76M Buy
5,850
+42
+0.7% +$12.3K 0.02% 209
2021
Q4 		$2.09M Sell
5,808
-63
-1% -$21.7K 0.03% 199
2021
Q3 		$1.95M Sell
5,871
-6
-0.1% -$2.02K 0.03% 195
2021
Q2 		$1.8M Buy
5,877
+6
+0.1% +$1.68K 0.03% 203
2021
Q1 		$1.45M Sell
5,871
-1,536
-21% -$386K 0.02% 214
2020
Q4 		$2.02M Buy
7,407
+150
+2% +$37.2K 0.03% 178
2020
Q3 		$1.72M Sell
7,257
-315
-4% -$70.7K 0.03% 175
2020
Q2 		$1.44M Buy
7,572
+1,815
+32% +$325K 0.03% 175
2020
Q1 		$950K Buy
5,757
+51
+0.9% +$9.34K 0.02% 175
2019
Q4 		$1.12M Hold
5,706
– – 0.02% 196
2019
Q3 		$1.03M Buy
+5,706
New +$987K 0.02% 198

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

Williams Jones Wealth Management's ISRG Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Intuitive Surgical (ISRG) stake by 32% in Q2 2026, selling an estimated $30.2M and leaving 145,276 shares worth $57.8M. The position accounts for 0.65% of the portfolio, ranked #37.

Williams Jones Wealth Management first reported a position in ISRG in Q3 2019 and has held it in 28 quarters since. The position peaked at $119M in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Williams Jones Wealth Management held 145,276 shares of Intuitive Surgical worth $57.8M as of Q2 2026.
  • Williams Jones Wealth Management sold 69,051 Intuitive Surgical shares in Q2 2026, an estimated $30.2M.
  • Intuitive Surgical made up 0.65% of Williams Jones Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Williams Jones Wealth Management first reported a position in Intuitive Surgical in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Intuitive Surgical position peaked at $119M in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.