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All Terrain Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

All Terrain Financial 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
2018
Q1 		– Sell
-9,000
Closed -$1.09M – 263
2017
Q4 		$1.09M Buy
+9,000
New +$1.13M 0.5% 46

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

All Terrain Financial Advisors's ISRG Position: Q2 2026 in Review

All Terrain Financial Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 3,899 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #61.

All Terrain Financial Advisors first reported a position in ISRG in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2026. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • All Terrain Financial Advisors held 3,899 shares of Intuitive Surgical worth $1.55M as of Q2 2026.
  • All Terrain Financial Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.25% of All Terrain Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • All Terrain Financial Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 19 quarters since.
  • All Terrain Financial Advisors's Intuitive Surgical position peaked at $1.8M in Q1 2026.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.