Apella Capital’s Intuitive Surgical ISRG Stock Holding History

Apella Capital’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	$525K	Buy	1,229 +343	+39%	+$150K	0.01%	467
2026 Q1	$416K	Buy	+886	New	+$448K	0.01%	489

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

Apella Capital's ISRG Position: Q2 2026 in Review

Apella Capital increased its Intuitive Surgical (ISRG) stake by 39% in Q2 2026, buying an estimated $150K and bringing the position to 1,229 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #467.

Apella Capital first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Apella Capital held 1,229 shares of Intuitive Surgical worth $525K as of Q2 2026.
Apella Capital bought 343 Intuitive Surgical shares in Q2 2026, an estimated $150K.
Intuitive Surgical made up 0.01% of Apella Capital's portfolio in Q2 2026, its #467 holding.
Apella Capital first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.