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Burkett Financial Services’s Intuitive Surgical ISRG Stock Holding History

Burkett Financial Services’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 		$9.54K Hold
24
– – ﹤0.01% 182
2026
Q1 		$11.1K Hold
24
– – ﹤0.01% 166
2025
Q4 		$13.6K Hold
24
– – ﹤0.01% 155
2025
Q3 		$10.7K Hold
24
– – ﹤0.01% 155
2025
Q2 		$13K Hold
24
– – ﹤0.01% 141
2025
Q1 		$11.9K Hold
24
– – ﹤0.01% 162
2024
Q4 		$12.5K Hold
24
– – 0.01% 135
2024
Q3 		$11.8K Hold
24
– – ﹤0.01% 129
2024
Q2 		$10.7K Hold
24
– – 0.01% 135
2024
Q1 		$9.58K Hold
24
– – ﹤0.01% 142
2023
Q4 		$8.1K Buy
+24
New +$7.15K ﹤0.01% 143

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

Burkett Financial Services's ISRG Position: Q2 2026 in Review

Burkett Financial Services held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 24 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Burkett Financial Services first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Burkett Financial Services held 24 shares of Intuitive Surgical worth $9.54K as of Q2 2026.
  • Burkett Financial Services left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #182 holding.
  • Burkett Financial Services first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Intuitive Surgical position peaked at $13.6K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.