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Brown Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Brown Financial 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 		$912K Buy
2,293
+355
+18% +$155K 0.32% 85
2026
Q1 		$893K Buy
1,938
+54
+3% +$27.3K 0.34% 84
2025
Q4 		$1.07M Buy
+1,884
New +$1M 0.39% 90

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

Brown Financial Advisors's ISRG Position: Q2 2026 in Review

Brown Financial Advisors increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $155K and bringing the position to 2,293 shares worth $912K. The position accounts for 0.32% of the portfolio, ranked #85.

Brown Financial Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Brown Financial Advisors held 2,293 shares of Intuitive Surgical worth $912K as of Q2 2026.
  • Brown Financial Advisors bought 355 Intuitive Surgical shares in Q2 2026, an estimated $155K.
  • Intuitive Surgical made up 0.32% of Brown Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Brown Financial Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's Intuitive Surgical position peaked at $1.07M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.