Alta Advisers’s Intuitive Surgical ISRG Stock Holding History

Alta Advisers’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	$565K	Hold	1,421	–	–	0.13%	82
2026 Q1	$655K	Hold	1,421	–	–	0.24%	64
2025 Q4	$805K	Sell	1,421 -360	-20%	-$192K	0.29%	52
2025 Q3	$797K	Hold	1,781	–	–	0.24%	69
2025 Q2	$968K	Buy	1,781 +100	+6%	+$52.3K	0.34%	52
2025 Q1	$833K	Buy	1,681 +500	+42%	+$277K	0.35%	53
2024 Q4	$616K	Buy	1,181 +181	+18%	+$94.3K	0.39%	47
2024 Q3	$491K	Hold	1,000	–	–	0.22%	53
2024 Q2	$445K	Hold	1,000	–	–	0.21%	52
2024 Q1	$399K	Hold	1,000	–	–	0.2%	60
2023 Q4	$337K	Hold	1,000	–	–	0.18%	68
2023 Q3	$292K	Hold	1,000	–	–	0.17%	69
2023 Q2	$342K	Hold	1,000	–	–	0.19%	61
2023 Q1	$255K	Hold	1,000	–	–	0.15%	81
2022 Q4	$265K	Hold	1,000	–	–	0.16%	78
2022 Q3	$187K	Buy	+1,000	New	+$215K	0.12%	95

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alta Advisers's ISRG Position: Q2 2026 in Review

Alta Advisers held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,421 shares worth $565K. The position accounts for 0.13% of the portfolio, ranked #82.

Alta Advisers first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $968K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Alta Advisers held 1,421 shares of Intuitive Surgical worth $565K as of Q2 2026.
Alta Advisers left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.13% of Alta Advisers's portfolio in Q2 2026, its #82 holding.
Alta Advisers first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Intuitive Surgical position peaked at $968K in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.