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Allen Capital Group’s Intuitive Surgical ISRG Stock Holding History

Allen Capital 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 		$383K Sell
964
-265
-22% -$116K 0.03% 229
2026
Q1 		$567K Sell
1,229
-25
-2% -$12.6K 0.05% 186
2025
Q4 		$710K Buy
1,254
+166
+15% +$88.4K 0.07% 156
2025
Q3 		$487K Sell
1,088
-167
-13% -$80.1K 0.05% 190
2025
Q2 		$682K Buy
1,255
+659
+111% +$345K 0.07% 151
2025
Q1 		$295K Sell
596
-11
-2% -$6.08K 0.03% 209
2024
Q4 		$317K Buy
607
+48
+9% +$25K 0.04% 194
2024
Q3 		$275K Buy
+559
New +$260K 0.03% 200

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

Allen Capital Group's ISRG Position: Q2 2026 in Review

Allen Capital Group reduced its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, selling an estimated $116K and leaving 964 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #229.

Allen Capital Group first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $710K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Allen Capital Group held 964 shares of Intuitive Surgical worth $383K as of Q2 2026.
  • Allen Capital Group sold 265 Intuitive Surgical shares in Q2 2026, an estimated $116K.
  • Intuitive Surgical made up 0.03% of Allen Capital Group's portfolio in Q2 2026, its #229 holding.
  • Allen Capital Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Allen Capital Group's Intuitive Surgical position peaked at $710K in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.