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Advisor OS’s Intuitive Surgical ISRG Stock Holding History

Advisor OS’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 		$504K Sell
1,268
-207
-14% -$90.4K 0.03% 315
2026
Q1 		$680K Sell
1,475
-416
-22% -$210K 0.05% 242
2025
Q4 		$1.07M Buy
1,891
+99
+6% +$52.7K 0.09% 155
2025
Q3 		$801K Buy
1,792
+227
+15% +$109K 0.07% 185
2025
Q2 		$850K Buy
1,565
+50
+3% +$26.1K 0.08% 177
2025
Q1 		$750K Buy
1,515
+92
+6% +$50.9K 0.09% 166
2024
Q4 		$743K Buy
1,423
+96
+7% +$50K 0.09% 159
2024
Q3 		$652K Buy
1,327
+704
+113% +$328K 0.06% 218
2024
Q2 		$277K Buy
623
+21
+3% +$8.36K 0.03% 318
2024
Q1 		$240K Buy
+602
New +$227K 0.03% 346

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

Advisor OS's ISRG Position: Q2 2026 in Review

Advisor OS reduced its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, selling an estimated $90.4K and leaving 1,268 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #315.

Advisor OS first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advisor OS held 1,268 shares of Intuitive Surgical worth $504K as of Q2 2026.
  • Advisor OS sold 207 Intuitive Surgical shares in Q2 2026, an estimated $90.4K.
  • Intuitive Surgical made up 0.03% of Advisor OS's portfolio in Q2 2026, its #315 holding.
  • Advisor OS first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Advisor OS's Intuitive Surgical position peaked at $1.07M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.