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XXI Wealth LLC’s Intuitive Surgical ISRG Stock Holding History

XXI Wealth LLC’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 		$1.03M Buy
2,596
+530
+26% +$232K 0.47% 47
2026
Q1 		$952K Buy
2,066
+91
+5% +$46K 0.54% 46
2025
Q4 		$1.12M Buy
+1,975
New +$1.05M 0.68% 36

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

XXI Wealth LLC's ISRG Position: Q2 2026 in Review

XXI Wealth LLC increased its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, buying an estimated $232K and bringing the position to 2,596 shares worth $1.03M. The position accounts for 0.47% of the portfolio, ranked #47.

XXI Wealth LLC first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 2,243 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • XXI Wealth LLC held 2,596 shares of Intuitive Surgical worth $1.03M as of Q2 2026.
  • XXI Wealth LLC bought 530 Intuitive Surgical shares in Q2 2026, an estimated $232K.
  • Intuitive Surgical made up 0.47% of XXI Wealth LLC's portfolio in Q2 2026, its #47 holding.
  • XXI Wealth LLC first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Intuitive Surgical position peaked at $1.12M in Q4 2025.
  • 2,243 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.