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Advance Capital Management’s Intuitive Surgical ISRG Stock Holding History

Advance Capital Management’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
-807
Closed -$372K – 206
2026
Q1 		$372K Buy
807
+6
+0.7% +$3.04K 0.01% 124
2025
Q4 		$454K Hold
801
– – 0.02% 108
2025
Q3 		$358K Buy
801
+8
+1% +$3.84K 0.02% 125
2025
Q2 		$431K Sell
793
-11
-1% -$5.75K 0.02% 108
2025
Q1 		$398K Buy
804
+11
+1% +$6.08K 0.02% 106
2024
Q4 		$414K Buy
793
+6
+0.8% +$3.13K 0.02% 100
2024
Q3 		$387K Buy
787
+18
+2% +$8.38K 0.02% 103
2024
Q2 		$342K Buy
769
+29
+4% +$11.6K 0.02% 109
2024
Q1 		$295K Buy
740
+27
+4% +$10.2K 0.02% 112
2023
Q4 		$241K Buy
713
+27
+4% +$8.05K 0.02% 118
2023
Q3 		$201K Buy
686
+29
+4% +$9.06K 0.02% 122
2023
Q2 		$225K Buy
+657
New +$199K 0.03% 113

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

Advance Capital Management's ISRG Position: Q2 2026 in Review

Advance Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 807 shares — an estimated $372K sold.

Advance Capital Management first reported a position in ISRG in Q2 2023 and held it in 12 quarters. The position peaked at $454K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advance Capital Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Advance Capital Management sold 807 Intuitive Surgical shares in Q2 2026, an estimated $372K.
  • Advance Capital Management first reported a position in Intuitive Surgical in Q2 2023 and held it in 12 quarters.
  • Advance Capital Management's Intuitive Surgical position peaked at $454K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.