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Ascent Group’s Intuitive Surgical ISRG Stock Holding History

Ascent Group’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 		$4.17M Sell
10,484
-3,377
-24% -$1.48M 0.12% 157
2026
Q1 		$6.39M Sell
13,861
-386
-3% -$195K 0.22% 97
2025
Q4 		$8.07M Buy
14,247
+707
+5% +$376K 0.28% 76
2025
Q3 		$6.06M Buy
13,540
+2,182
+19% +$1.05M 0.21% 101
2025
Q2 		$6.17M Buy
11,358
+5,256
+86% +$2.75M 0.24% 89
2025
Q1 		$3.02M Buy
6,102
+284
+5% +$157K 0.13% 171
2024
Q4 		$3.04M Buy
5,818
+367
+7% +$191K 0.23% 111
2024
Q3 		$2.68M Buy
5,451
+2,353
+76% +$1.1M 0.2% 131
2024
Q2 		$1.38M Sell
3,098
-466
-13% -$186K 0.11% 231
2024
Q1 		$1.42M Buy
3,564
+10
+0.3% +$3.78K 0.13% 231
2023
Q4 		$1.36M Buy
3,554
+421
+13% +$125K 0.13% 217
2023
Q3 		$853K Sell
3,133
-908
-22% -$284K 0.09% 246
2023
Q2 		$1.22M Buy
4,041
+771
+24% +$233K 0.13% 209
2023
Q1 		$835K Buy
3,270
+1,865
+133% +$459K 0.09% 256
2022
Q4 		$373K Buy
1,405
+83
+6% +$20.2K 0.04% 353
2022
Q3 		$326K Buy
1,322
+259
+24% +$55.6K 0.04% 361
2022
Q2 		$245K Buy
1,063
+104
+11% +$24.4K 0.03% 424
2022
Q1 		$289K Buy
959
+120
+14% +$35.1K 0.03% 394
2021
Q4 		$226K Buy
+839
New +$289K 0.03% 410

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

Ascent Group's ISRG Position: Q2 2026 in Review

Ascent Group reduced its Intuitive Surgical (ISRG) stake by 24% in Q2 2026, selling an estimated $1.48M and leaving 10,484 shares worth $4.17M. The position accounts for 0.12% of the portfolio, ranked #157.

Ascent Group first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.07M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ascent Group held 10,484 shares of Intuitive Surgical worth $4.17M as of Q2 2026.
  • Ascent Group sold 3,377 Intuitive Surgical shares in Q2 2026, an estimated $1.48M.
  • Intuitive Surgical made up 0.12% of Ascent Group's portfolio in Q2 2026, its #157 holding.
  • Ascent Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's Intuitive Surgical position peaked at $8.07M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.