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Allegheny Financial Group’s Intuitive Surgical ISRG Stock Holding History

Allegheny Financial 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 		$793K Buy
1,993
+45
+2% +$19.7K 0.08% 127
2026
Q1 		$898K Buy
1,948
+15
+0.8% +$7.59K 0.12% 111
2025
Q4 		$1.09M Sell
1,933
-88
-4% -$46.8K 0.16% 92
2025
Q3 		$904K Sell
2,021
-8
-0.4% -$3.84K 0.17% 103
2025
Q2 		$1.1M Buy
2,029
+2
+0.1% +$1.05K 0.24% 80
2025
Q1 		$1M Sell
2,027
-60
-3% -$33.2K 0.26% 72
2024
Q4 		$1.09M Hold
2,087
– – 0.28% 67
2024
Q3 		$1.03M Hold
2,087
– – 0.25% 73
2024
Q2 		$928K Buy
2,087
+6
+0.3% +$2.39K 0.27% 72
2024
Q1 		$831K Sell
2,081
-376
-15% -$142K 0.26% 75
2023
Q4 		$829K Hold
2,457
– – 0.27% 74
2023
Q3 		$718K Buy
2,457
+21
+0.9% +$6.56K 0.27% 70
2023
Q2 		$833K Sell
2,436
-12
-0.5% -$3.63K 0.39% 47
2023
Q1 		$625K Hold
2,448
– – 0.25% 80
2022
Q4 		$650K Hold
2,448
– – 0.27% 74
2022
Q3 		$458K Buy
+2,448
New +$526K 0.22% 86

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

Allegheny Financial Group's ISRG Position: Q2 2026 in Review

Allegheny Financial Group increased its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,993 shares worth $793K. The position accounts for 0.08% of the portfolio, ranked #127.

Allegheny Financial Group first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Allegheny Financial Group held 1,993 shares of Intuitive Surgical worth $793K as of Q2 2026.
  • Allegheny Financial Group bought 45 Intuitive Surgical shares in Q2 2026, an estimated $19.7K.
  • Intuitive Surgical made up 0.08% of Allegheny Financial Group's portfolio in Q2 2026, its #127 holding.
  • Allegheny Financial Group first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
  • Allegheny Financial Group's Intuitive Surgical position peaked at $1.1M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.