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Alliance Wealth Advisors (Utah)’s Intuitive Surgical ISRG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$394K Sell
992
-502
-34% -$219K 0.07% 163
2026
Q1 		$689K Sell
1,494
-887
-37% -$449K 0.15% 100
2025
Q4 		$1.35M Buy
2,381
+927
+64% +$494K 0.29% 84
2025
Q3 		$650K Buy
1,454
+330
+29% +$158K 0.15% 150
2025
Q2 		$611K Buy
1,124
+289
+35% +$151K 0.15% 139
2025
Q1 		$414K Buy
835
+302
+57% +$167K 0.11% 177
2024
Q4 		$278K Buy
+533
New +$278K 0.07% 223

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

Alliance Wealth Advisors (Utah)'s ISRG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Intuitive Surgical (ISRG) stake by 34% in Q2 2026, selling an estimated $219K and leaving 992 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #163.

Alliance Wealth Advisors (Utah) first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 992 shares of Intuitive Surgical worth $394K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 502 Intuitive Surgical shares in Q2 2026, an estimated $219K.
  • Intuitive Surgical made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #163 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Alliance Wealth Advisors (Utah)'s Intuitive Surgical position peaked at $1.35M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.