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Annis Gardner Whiting Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-348
Closed -$160K – 798
2026
Q1 		$160K Sell
348
-33
-9% -$16.7K 0.03% 339
2025
Q4 		$216K Buy
381
+108
+40% +$57.5K 0.04% 281
2025
Q3 		$122K Sell
273
-74
-21% -$35.5K 0.03% 350
2025
Q2 		$189K Buy
347
+122
+54% +$63.8K 0.07% 215
2025
Q1 		$111K Buy
225
+33
+17% +$18.3K 0.05% 257
2024
Q4 		$100K Buy
192
+13
+7% +$6.77K 0.03% 277
2024
Q3 		$87.9K Sell
179
-231
-56% -$108K 0.02% 305
2024
Q2 		$182K Buy
410
+1
+0.2% +$398 0.05% 221
2024
Q1 		$163K Buy
409
+268
+190% +$101K 0.06% 214
2023
Q4 		$47.6K Buy
141
+1
+0.7% +$298 0.02% 307
2023
Q3 		$40.9K Buy
+140
New +$43.7K 0.02% 303

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

Annis Gardner Whiting Capital Advisors's ISRG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 348 shares — an estimated $160K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ISRG in Q3 2023 and held it in 11 quarters. The position peaked at $216K in Q4 2025. 2,245 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 348 Intuitive Surgical shares in Q2 2026, an estimated $160K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Intuitive Surgical in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Intuitive Surgical position peaked at $216K in Q4 2025.
  • 2,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.