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AGH Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

AGH Wealth 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 		$270K Sell
678
-55
-8% -$24K 0.17% 104
2026
Q1 		$338K Buy
733
+26
+4% +$13.2K 0.25% 80
2025
Q4 		$400K Sell
707
-13
-2% -$6.92K 0.3% 64
2025
Q3 		$322K Sell
720
-17
-2% -$8.16K 0.24% 83
2025
Q2 		$400K Buy
737
+109
+17% +$57K 0.33% 65
2025
Q1 		$311K Sell
628
-72
-10% -$39.8K 0.3% 80
2024
Q4 		$365K Buy
+700
New +$365K 0.34% 69

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

AGH Wealth Advisors's ISRG Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 7.5% in Q2 2026, selling an estimated $24K and leaving 678 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #104.

AGH Wealth Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • AGH Wealth Advisors held 678 shares of Intuitive Surgical worth $270K as of Q2 2026.
  • AGH Wealth Advisors sold 55 Intuitive Surgical shares in Q2 2026, an estimated $24K.
  • Intuitive Surgical made up 0.17% of AGH Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • AGH Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Intuitive Surgical position peaked at $400K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.