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Advyzon Investment Management’s Intuitive Surgical ISRG Stock Holding History

Advyzon Investment 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 		$846K Buy
2,128
+160
+8% +$69.9K 0.06% 301
2026
Q1 		$907K Sell
1,968
-61
-3% -$30.9K 0.08% 249
2025
Q4 		$1.15M Buy
2,029
+725
+56% +$386K 0.13% 168
2025
Q3 		$583K Buy
1,304
+241
+23% +$116K 0.1% 196
2025
Q2 		$577K Sell
1,063
-71
-6% -$37.1K 0.13% 153
2025
Q1 		$561K Buy
+1,134
New +$627K 0.2% 97

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

Advyzon Investment Management's ISRG Position: Q2 2026 in Review

Advyzon Investment Management increased its Intuitive Surgical (ISRG) stake by 8.1% in Q2 2026, buying an estimated $69.9K and bringing the position to 2,128 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #301.

Advyzon Investment Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advyzon Investment Management held 2,128 shares of Intuitive Surgical worth $846K as of Q2 2026.
  • Advyzon Investment Management bought 160 Intuitive Surgical shares in Q2 2026, an estimated $69.9K.
  • Intuitive Surgical made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #301 holding.
  • Advyzon Investment Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Advyzon Investment Management's Intuitive Surgical position peaked at $1.15M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.