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CBIZ Investment Advisory Services’s Intuitive Surgical ISRG Stock Holding History

CBIZ Investment Advisory 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 		$10.6K Hold
23
– – ﹤0.01% 163
2026
Q1 		$10.6K Sell
23
-108
-82% -$54.6K ﹤0.01% 163
2025
Q4 		$74.2K Buy
131
+35
+36% +$18.6K ﹤0.01% 110
2025
Q3 		$42.9K Sell
96
-18
-16% -$8.64K ﹤0.01% 146
2025
Q2 		$61.9K Buy
114
+32
+39% +$16.7K ﹤0.01% 112
2025
Q1 		$40.6K Buy
82
+27
+49% +$14.9K ﹤0.01% 132
2024
Q4 		$28.7K Hold
55
– – ﹤0.01% 163
2024
Q3 		$27K Hold
55
– – ﹤0.01% 152
2024
Q2 		$24.5K Sell
55
-15
-21% -$5.97K ﹤0.01% 139
2024
Q1 		$27.9K Buy
+70
New +$26.5K ﹤0.01% 131
2020
Q1 		– Hold
0
– – – 180

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

CBIZ Investment Advisory Services's ISRG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 23 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

CBIZ Investment Advisory Services first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $74.2K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CBIZ Investment Advisory Services held 23 shares of Intuitive Surgical worth $10.6K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #163 holding.
  • CBIZ Investment Advisory Services first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Intuitive Surgical position peaked at $74.2K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.