BLB&B Advisors’s Intuitive Surgical ISRG Stock Holding History

BLB&B 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	$302K	Buy	760 +21	+3%	+$9.18K	0.01%	240
2026 Q1	$341K	Sell	739 -2	-0.3%	-$1.01K	0.01%	218
2025 Q4	$420K	Sell	741 -1	-0.1%	-$532	0.02%	201
2025 Q3	$332K	Buy	742 +15	+2%	+$7.2K	0.01%	219
2025 Q2	$395K	Sell	727 -5	-0.7%	-$2.61K	0.02%	193
2025 Q1	$363K	Sell	732 -60	-8%	-$33.2K	0.02%	211
2024 Q4	$413K	Buy	792 +3	+0.4%	+$1.56K	0.02%	190
2024 Q3	$388K	Buy	789 +6	+0.8%	+$2.79K	0.02%	203
2024 Q2	$348K	Buy	783 +174	+29%	+$69.3K	0.02%	205
2024 Q1	$243K	Buy	609 +1	+0.2%	+$378	0.01%	247
2023 Q4	$205K	Buy	+608	New	+$181K	0.01%	250
2023 Q3	–	Sell	-693	Closed	-$237K	–	248
2023 Q2	$237K	Buy	+693	New	+$210K	0.02%	227
2022 Q2	–	Sell	-693	Closed	-$209K	–	248
2022 Q1	$209K	Buy	693 +45	+7%	+$13.1K	0.01%	241
2021 Q4	$233K	Hold	648	–	–	0.02%	237
2021 Q3	$215K	Buy	+648	New	+$218K	0.01%	263
2019 Q1	–	Sell	-1,518	Closed	-$242K	–	281
2018 Q4	$242K	Hold	1,518	–	–	0.03%	241
2018 Q3	$290K	Hold	1,518	–	–	0.04%	247
2018 Q2	$242K	Buy	1,518 +60	+4%	+$9.15K	0.03%	264
2018 Q1	$201K	Buy	+1,458	New	+$203K	0.03%	291

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

BLB&B Advisors's ISRG Position: Q2 2026 in Review

BLB&B Advisors increased its Intuitive Surgical (ISRG) stake by 2.8% in Q2 2026, buying an estimated $9.18K and bringing the position to 760 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #240.

BLB&B Advisors first reported a position in ISRG in Q1 2018 and has held it in 19 quarters since. The position peaked at $420K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

BLB&B Advisors held 760 shares of Intuitive Surgical worth $302K as of Q2 2026.
BLB&B Advisors bought 21 Intuitive Surgical shares in Q2 2026, an estimated $9.18K.
Intuitive Surgical made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #240 holding.
BLB&B Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 19 quarters since.
BLB&B Advisors's Intuitive Surgical position peaked at $420K in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.