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Asset Advisors Investment Management’s Intuitive Surgical ISRG Stock Holding History

Asset Advisors Investment Management’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
-1,500
Closed -$691K – 106
2026
Q1 		$691K Buy
1,500
+758
+102% +$383K 0.07% 83
2025
Q4 		$420K Buy
+742
New +$395K 0.04% 93
2025
Q3 		– Sell
-3,431
Closed -$1.86M – 115
2025
Q2 		$1.86M Sell
3,431
-15
-0.4% -$7.84K 0.18% 64
2025
Q1 		$1.71M Buy
+3,446
New +$1.91M 0.18% 63

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

Asset Advisors Investment Management's ISRG Position: Q2 2026 in Review

Asset Advisors Investment Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 1,500 shares — an estimated $691K sold.

Asset Advisors Investment Management first reported a position in ISRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.86M in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Asset Advisors Investment Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Asset Advisors Investment Management sold 1,500 Intuitive Surgical shares in Q2 2026, an estimated $691K.
  • Asset Advisors Investment Management first reported a position in Intuitive Surgical in Q1 2025 and held it in 4 quarters.
  • Asset Advisors Investment Management's Intuitive Surgical position peaked at $1.86M in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.