Apriem Advisors’s Intuitive Surgical ISRG Stock Holding History

Apriem 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	$319K	Sell	801 -167	-17%	-$73K	0.03%	151
2026 Q1	$446K	Sell	968 -96	-9%	-$48.6K	0.04%	128
2025 Q4	$603K	Sell	1,064 -14	-1%	-$7.45K	0.06%	110
2025 Q3	$482K	Sell	1,078 -90	-8%	-$43.2K	0.05%	118
2025 Q2	$635K	Hold	1,168	–	–	0.07%	104
2025 Q1	$578K	Hold	1,168	–	–	0.07%	105
2024 Q4	$610K	Sell	1,168 -15	-1%	-$7.81K	0.07%	96
2024 Q3	$581K	Hold	1,183	–	–	0.07%	91
2024 Q2	$526K	Hold	1,183	–	–	0.06%	100
2024 Q1	$472K	Hold	1,183	–	–	0.06%	107
2023 Q4	$399K	Hold	1,183	–	–	0.05%	107
2023 Q3	$346K	Sell	1,183 -12	-1%	-$3.75K	0.05%	110
2023 Q2	$409K	Sell	1,195 -22	-2%	-$6.66K	0.06%	107
2023 Q1	$311K	Hold	1,217	–	–	0.05%	116
2022 Q4	$323K	Buy	+1,217	New	+$297K	0.06%	114

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

Apriem Advisors's ISRG Position: Q2 2026 in Review

Apriem Advisors reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $73K and leaving 801 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #151.

Apriem Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $635K in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Apriem Advisors held 801 shares of Intuitive Surgical worth $319K as of Q2 2026.
Apriem Advisors sold 167 Intuitive Surgical shares in Q2 2026, an estimated $73K.
Intuitive Surgical made up 0.03% of Apriem Advisors's portfolio in Q2 2026, its #151 holding.
Apriem Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Apriem Advisors's Intuitive Surgical position peaked at $635K in Q2 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.