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AssuredPartners Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

AssuredPartners Investment 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 		$2.33M Buy
5,870
+887
+18% +$388K 0.23% 114
2026
Q1 		$2.26M Buy
4,983
+4,594
+1,181% +$2.32M 0.25% 107
2025
Q4 		$220K Buy
+389
New +$207K 0.03% 320

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's ISRG Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $388K and bringing the position to 5,870 shares worth $2.33M. The position accounts for 0.23% of the portfolio, ranked #114.

AssuredPartners Investment Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • AssuredPartners Investment Advisors held 5,870 shares of Intuitive Surgical worth $2.33M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 887 Intuitive Surgical shares in Q2 2026, an estimated $388K.
  • Intuitive Surgical made up 0.23% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • AssuredPartners Investment Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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