AWA
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Arkadios Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Arkadios Wealth 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 		$12.8M Buy
32,217
+5,237
+19% +$2.29M 0.19% 109
2026
Q1 		$12.4M Buy
26,980
+6,244
+30% +$3.16M 0.2% 106
2025
Q4 		$11.7M Buy
20,736
+1,686
+9% +$898K 0.23% 92
2025
Q3 		$8.52M Buy
19,050
+1,573
+9% +$755K 0.2% 109
2025
Q2 		$9.5M Buy
17,477
+1,323
+8% +$692K 0.28% 64
2025
Q1 		$8M Buy
16,154
+1,621
+11% +$896K 0.3% 64
2024
Q4 		$7.59M Buy
14,533
+1,229
+9% +$640K 0.41% 51
2024
Q3 		$6.54M Buy
13,304
+11,763
+763% +$5.48M 0.37% 56
2024
Q2 		$686K Sell
1,541
-3
-0.2% -$1.2K 0.05% 374
2024
Q1 		$616K Sell
1,544
-31
-2% -$11.7K 0.05% 343
2023
Q4 		$531K Buy
1,575
+257
+19% +$76.6K 0.04% 351
2023
Q3 		$385K Buy
1,318
+306
+30% +$95.6K 0.04% 410
2023
Q2 		$346K Sell
1,012
-12
-1% -$3.63K 0.04% 404
2023
Q1 		$261K Sell
1,024
-57
-5% -$14K 0.03% 478
2022
Q4 		$287K Buy
+1,081
New +$264K 0.04% 422
2022
Q2 		– Sell
-826
Closed -$249K – 577
2022
Q1 		$249K Sell
826
-70
-8% -$20.4K 0.03% 469
2021
Q4 		$322K Sell
896
-16
-2% -$5.5K 0.04% 430
2021
Q3 		$302K Sell
912
-78
-8% -$26.2K 0.04% 405
2021
Q2 		$303K Buy
990
+420
+74% +$118K 0.04% 447
2021
Q1 		$140K Buy
570
+69
+14% +$17.4K 0.02% 474
2020
Q4 		$136K Buy
501
+63
+14% +$15.6K 0.03% 383
2020
Q3 		$110K Sell
438
-12
-3% -$2.69K 0.06% 270
2020
Q2 		$87.8K Sell
450
-21
-4% -$3.76K 0.05% 276
2020
Q1 		$77.7K Sell
471
-9
-2% -$1.65K 0.05% 273
2019
Q4 		$96.1K Buy
+480
New +$89.9K 0.06% 236

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

Arkadios Wealth Advisors's ISRG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, buying an estimated $2.29M and bringing the position to 32,217 shares worth $12.8M. The position accounts for 0.19% of the portfolio, ranked #109.

Arkadios Wealth Advisors first reported a position in ISRG in Q4 2019 and has held it in 25 quarters since. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Arkadios Wealth Advisors held 32,217 shares of Intuitive Surgical worth $12.8M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,237 Intuitive Surgical shares in Q2 2026, an estimated $2.29M.
  • Intuitive Surgical made up 0.19% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Arkadios Wealth Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 25 quarters since.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.