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ISRG icon

Addison Advisors’s Intuitive Surgical ISRG Stock Holding History

Addison 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 		– Sell
-64
Closed -$28K – 703
2026
Q1 		$29.5K Sell
64
-12
-16% -$6.07K 0.01% 500
2025
Q4 		$43K Buy
76
+17
+29% +$9.05K 0.01% 441
2025
Q3 		$26.4K Sell
59
-17
-22% -$8.16K 0.01% 505
2025
Q2 		$41.3K Buy
76
+10
+15% +$5.23K 0.01% 430
2025
Q1 		$32.7K Sell
66
-8
-11% -$4.42K 0.01% 434
2024
Q4 		$38.6K Buy
74
+6
+9% +$3.13K 0.01% 411
2024
Q3 		$33.4K Sell
68
-363
-84% -$169K 0.01% 445
2024
Q2 		$192K Buy
431
+57
+15% +$22.7K 0.06% 202
2024
Q1 		$149K Buy
374
+63
+20% +$23.8K 0.05% 240
2023
Q4 		$105K Buy
311
+107
+52% +$31.9K 0.04% 268
2023
Q3 		$59.6K Buy
204
+25
+14% +$7.81K 0.03% 302
2023
Q2 		$61.2K Buy
179
+24
+15% +$7.26K 0.03% 299
2023
Q1 		$39.6K Buy
155
+147
+1,838% +$36.2K 0.02% 326
2022
Q4 		$2.12K Sell
8
-2
-20% -$488 ﹤0.01% 553
2022
Q3 		$2K Buy
10
+4
+67% +$859 ﹤0.01% 559
2022
Q2 		$1K Sell
6
-2
-25% -$469 ﹤0.01% 616
2022
Q1 		$2K Buy
8
+1
+14% +$292 ﹤0.01% 584
2021
Q4 		$3K Buy
+7
New +$2.41K ﹤0.01% 496
2020
Q4 		$9K Buy
+33
New +$8.19K 0.01% 296

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 $3.38T AUM 44.17% 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

Addison Advisors's ISRG Position: Q2 2026 in Review

Addison Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 64 shares — an estimated $28K sold.

Addison Advisors first reported a position in ISRG in Q4 2020 and held it in 19 quarters. The position peaked at $192K in Q2 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Addison Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 64 Intuitive Surgical shares in Q2 2026, an estimated $28K.
  • Addison Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 19 quarters.
  • Addison Advisors's Intuitive Surgical position peaked at $192K in Q2 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.