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Advisors Management Group’s Intuitive Surgical ISRG Stock Holding History

Advisors Management Group’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 		$470K Buy
1,182
+17
+1% +$7.43K 0.08% 113
2026
Q1 		$537K Sell
1,165
-950
-45% -$481K 0.1% 106
2025
Q4 		$1.2M Buy
2,115
+145
+7% +$77.2K 0.22% 77
2025
Q3 		$881K Buy
+1,970
New +$945K 0.15% 89

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

Advisors Management Group's ISRG Position: Q2 2026 in Review

Advisors Management Group increased its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, buying an estimated $7.43K and bringing the position to 1,182 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #113.

Advisors Management Group first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advisors Management Group held 1,182 shares of Intuitive Surgical worth $470K as of Q2 2026.
  • Advisors Management Group bought 17 Intuitive Surgical shares in Q2 2026, an estimated $7.43K.
  • Intuitive Surgical made up 0.08% of Advisors Management Group's portfolio in Q2 2026, its #113 holding.
  • Advisors Management Group first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Advisors Management Group's Intuitive Surgical position peaked at $1.2M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.