COMPASS FINANCIAL MANAGEMENT LLC’s Intuitive Surgical ISRG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$29.8K	Buy	+78	New	+$34.1K	﹤0.01%	799

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ISRG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 78 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

1,865 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 78 shares of Intuitive Surgical worth $29.8K as of Q2 2026.
Intuitive Surgical was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #799 holding.
1,865 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.