Winch Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Winch Advisory Services’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	$3.98K	Buy	+10	New	+$4.37K	﹤0.01%	423
2020 Q3	–	Sell	-21	Closed	-$4K	–	397
2020 Q2	$4K	Buy	+21	New	+$3.76K	﹤0.01%	274
2017 Q1	–	Sell	-45	Closed	-$3K	–	298
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	207
2016 Q3	$4K	Buy	+45	New	+$3.45K	﹤0.01%	207

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winch Advisory Services's ISRG Position: Q2 2026 in Review

Winch Advisory Services opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 10 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in ISRG as recently as Q2 2020.

Winch Advisory Services first reported a position in ISRG in Q3 2016 and has held it in 4 quarters since. The position peaked at $4K in Q2 2020. 2,259 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Winch Advisory Services held 10 shares of Intuitive Surgical worth $3.98K as of Q2 2026.
Intuitive Surgical was a new Winch Advisory Services position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #423 holding.
Winch Advisory Services first reported a position in Intuitive Surgical in Q3 2016 and has held it in 4 quarters since.
Winch Advisory Services's Intuitive Surgical position peaked at $4K in Q2 2020.
2,259 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.