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ISRG icon

Certuity’s Intuitive Surgical ISRG Stock Holding History

Certuity’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 		$675K Sell
1,698
-235
-12% -$103K 0.03% 254
2026
Q1 		$891K Buy
1,933
+16
+0.8% +$8.1K 0.06% 180
2025
Q4 		$1.09M Sell
1,917
-63
-3% -$33.5K 0.07% 158
2025
Q3 		$886K Sell
1,980
-94
-5% -$45.1K 0.06% 173
2025
Q2 		$1.13M Sell
2,074
-148
-7% -$77.4K 0.11% 115
2025
Q1 		$1.1M Buy
2,222
+290
+15% +$160K 0.12% 114
2024
Q4 		$1.01M Buy
1,932
+602
+45% +$314K 0.11% 113
2024
Q3 		$654K Sell
1,330
-325
-20% -$151K 0.07% 160
2024
Q2 		$736K Sell
1,655
-51
-3% -$20.3K 0.06% 150
2024
Q1 		$681K Sell
1,706
-493
-22% -$186K 0.06% 141
2023
Q4 		$742K Buy
2,199
+252
+13% +$75.1K 0.08% 141
2023
Q3 		$569K Buy
1,947
+129
+7% +$40.3K 0.07% 129
2023
Q2 		$622K Sell
1,818
-238
-12% -$72K 0.07% 127
2023
Q1 		$525K Buy
2,056
+156
+8% +$38.4K 0.08% 110
2022
Q4 		$504K Buy
1,900
+350
+23% +$85.3K 0.08% 105
2022
Q3 		$291K Buy
+1,550
New +$333K 0.07% 135
2020
Q2 		– Sell
-5,100
Closed -$857K – 202
2020
Q1 		$857K Sell
5,100
-66
-1% -$12.1K 0.48% 37
2019
Q4 		$1.02M Buy
+5,166
New +$967K 0.49% 39

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

Certuity's ISRG Position: Q2 2026 in Review

Certuity reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $103K and leaving 1,698 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #254.

Certuity first reported a position in ISRG in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.13M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Certuity held 1,698 shares of Intuitive Surgical worth $675K as of Q2 2026.
  • Certuity sold 235 Intuitive Surgical shares in Q2 2026, an estimated $103K.
  • Intuitive Surgical made up 0.03% of Certuity's portfolio in Q2 2026, its #254 holding.
  • Certuity first reported a position in Intuitive Surgical in Q4 2019 and has held it in 18 quarters since.
  • Certuity's Intuitive Surgical position peaked at $1.13M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.