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Winter & Associates’s Intuitive Surgical ISRG Stock Holding History

Winter & Associates’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 		$538K Hold
1,354
– – 0.4% 36
2026
Q1 		$613K Hold
1,354
– – 0.54% 37
2025
Q4 		$767K Buy
+1,354
New +$721K 0.71% 34

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

Winter & Associates's ISRG Position: Q2 2026 in Review

Winter & Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,354 shares worth $538K. The position accounts for 0.4% of the portfolio, ranked #36.

Winter & Associates first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $767K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Winter & Associates held 1,354 shares of Intuitive Surgical worth $538K as of Q2 2026.
  • Winter & Associates left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.4% of Winter & Associates's portfolio in Q2 2026, its #36 holding.
  • Winter & Associates first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Intuitive Surgical position peaked at $767K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.