1834 Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

1834 Investment Advisors’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	$579K	Hold	1,457	–	–	0.07%	156
2026 Q1	$672K	Hold	1,457	–	–	0.08%	139
2025 Q4	$825K	Hold	1,457	–	–	0.1%	128
2025 Q3	$652K	Hold	1,457	–	–	0.08%	147
2025 Q2	$792K	Sell	1,457 -175	-11%	-$91.5K	0.1%	130
2025 Q1	$808K	Sell	1,632 -245	-13%	-$135K	0.1%	130
2024 Q4	$980K	Hold	1,877	–	–	0.12%	113
2024 Q3	$922K	Sell	1,877 -525	-22%	-$244K	0.11%	128
2024 Q2	$1.07M	Sell	2,402 -180	-7%	-$71.7K	0.13%	114
2024 Q1	$1.03M	Hold	2,582	–	–	0.12%	114
2023 Q4	$871K	Sell	2,582 -2,210	-46%	-$659K	0.1%	125
2023 Q3	$1.4M	Sell	4,792 -18	-0.4%	-$5.62K	0.17%	105
2023 Q2	$1.64M	Sell	4,810 -332	-6%	-$100K	0.2%	93
2023 Q1	$1.31M	Buy	+5,142	New	+$1.27M	0.16%	109
2021 Q3	–	Sell	-30	Closed	-$9K	–	499
2021 Q2	$9K	Buy	+30	New	+$8.42K	﹤0.01%	428

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 $3.37T AUM 44.26% 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

1834 Investment Advisors's ISRG Position: Q2 2026 in Review

1834 Investment Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,457 shares worth $579K. The position accounts for 0.07% of the portfolio, ranked #156.

1834 Investment Advisors first reported a position in ISRG in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.64M in Q2 2023. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

1834 Investment Advisors held 1,457 shares of Intuitive Surgical worth $579K as of Q2 2026.
1834 Investment Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.07% of 1834 Investment Advisors's portfolio in Q2 2026, its #156 holding.
1834 Investment Advisors first reported a position in Intuitive Surgical in Q2 2021 and has held it in 15 quarters since.
1834 Investment Advisors's Intuitive Surgical position peaked at $1.64M in Q2 2023.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.