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Annex Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Annex Advisory Services’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 		$36.2M Buy
90,943
+24,750
+37% +$10.8M 0.62% 46
2026
Q1 		$30.5M Buy
66,193
+2,050
+3% +$1.04M 0.57% 54
2025
Q4 		$36.3M Buy
64,143
+3,092
+5% +$1.65M 0.69% 45
2025
Q3 		$27.3M Buy
61,051
+4,423
+8% +$2.12M 0.58% 49
2025
Q2 		$30.8M Buy
+56,628
New +$29.6M 0.74% 39

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

Annex Advisory Services's ISRG Position: Q2 2026 in Review

Annex Advisory Services increased its Intuitive Surgical (ISRG) stake by 37% in Q2 2026, buying an estimated $10.8M and bringing the position to 90,943 shares worth $36.2M. The position accounts for 0.62% of the portfolio, ranked #46.

Annex Advisory Services first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.3M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Annex Advisory Services held 90,943 shares of Intuitive Surgical worth $36.2M as of Q2 2026.
  • Annex Advisory Services bought 24,750 Intuitive Surgical shares in Q2 2026, an estimated $10.8M.
  • Intuitive Surgical made up 0.62% of Annex Advisory Services's portfolio in Q2 2026, its #46 holding.
  • Annex Advisory Services first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Annex Advisory Services's Intuitive Surgical position peaked at $36.3M in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.