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Allworth Financial’s Intuitive Surgical ISRG Stock Holding History

Allworth Financial’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 		$10.3M Sell
25,807
-2,012
-7% -$879K 0.04% 235
2026
Q1 		$12.8M Buy
27,819
+1,036
+4% +$524K 0.05% 215
2025
Q4 		$15.2M Buy
26,783
+384
+1% +$204K 0.06% 175
2025
Q3 		$11.8M Sell
26,399
-229
-0.9% -$110K 0.05% 187
2025
Q2 		$14.5M Buy
26,628
+8,254
+45% +$4.32M 0.07% 157
2025
Q1 		$9.34M Buy
18,374
+7,010
+62% +$3.88M 0.05% 189
2024
Q4 		$6.94M Buy
11,364
+2,998
+36% +$1.56M 0.04% 220
2024
Q3 		$4.11M Sell
8,366
-510
-6% -$237K 0.03% 232
2024
Q2 		$4.04M Buy
8,876
+162
+2% +$64.5K 0.03% 232
2024
Q1 		$3.48M Buy
8,714
+2,264
+35% +$855K 0.02% 233
2023
Q4 		$2.18M Sell
6,450
-568
-8% -$169K 0.02% 292
2023
Q3 		$2.05M Buy
7,018
+367
+6% +$115K 0.02% 272
2023
Q2 		$2.27M Sell
6,651
-156
-2% -$47.2K 0.02% 259
2023
Q1 		$1.74M Sell
6,807
-126
-2% -$31K 0.02% 278
2022
Q4 		$1.84M Buy
6,933
+510
+8% +$124K 0.02% 254
2022
Q3 		$1.2M Buy
6,423
+143
+2% +$30.7K 0.02% 290
2022
Q2 		$1.26M Sell
6,280
-15
-0.2% -$3.52K 0.02% 276
2022
Q1 		$1.9M Buy
6,295
+6,020
+2,189% +$1.76M 0.02% 226
2021
Q4 		$99K Buy
275
+170
+162% +$58.5K ﹤0.01% 681
2021
Q3 		$35K Buy
+105
New +$35.3K ﹤0.01% 873
2021
Q2 		– Sell
-90
Closed -$22K – 1612
2021
Q1 		$22K Hold
90
– – ﹤0.01% 763
2020
Q4 		$25K Hold
90
– – ﹤0.01% 611
2020
Q3 		$21K Hold
90
– – ﹤0.01% 563
2020
Q2 		$17K Buy
+90
New +$16.1K ﹤0.01% 619
2019
Q1 		– Sell
-348
Closed -$56K – 995
2018
Q4 		$56K Buy
+348
New +$59K ﹤0.01% 266
2018
Q2 		– Sell
-6
Closed -$1K – 977
2018
Q1 		$1K Sell
6
-3
-33% -$419 ﹤0.01% 764
2017
Q4 		$1K Buy
+9
New +$1.13K ﹤0.01% 693

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

Allworth Financial's ISRG Position: Q2 2026 in Review

Allworth Financial reduced its Intuitive Surgical (ISRG) stake by 7.2% in Q2 2026, selling an estimated $879K and leaving 25,807 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #235.

Allworth Financial first reported a position in ISRG in Q4 2017 and has held it in 27 quarters since. The position peaked at $15.2M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Allworth Financial held 25,807 shares of Intuitive Surgical worth $10.3M as of Q2 2026.
  • Allworth Financial sold 2,012 Intuitive Surgical shares in Q2 2026, an estimated $879K.
  • Intuitive Surgical made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #235 holding.
  • Allworth Financial first reported a position in Intuitive Surgical in Q4 2017 and has held it in 27 quarters since.
  • Allworth Financial's Intuitive Surgical position peaked at $15.2M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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