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Cladis Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Cladis Investment Advisory’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 		$843K Buy
2,120
+215
+11% +$93.9K 0.39% 75
2026
Q1 		$878K Hold
1,905
– – 0.48% 68
2025
Q4 		$1.08M Buy
1,905
+860
+82% +$458K 0.59% 56
2025
Q3 		$467K Buy
+1,045
New +$501K 0.27% 93

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

Cladis Investment Advisory's ISRG Position: Q2 2026 in Review

Cladis Investment Advisory increased its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, buying an estimated $93.9K and bringing the position to 2,120 shares worth $843K. The position accounts for 0.39% of the portfolio, ranked #75.

Cladis Investment Advisory first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cladis Investment Advisory held 2,120 shares of Intuitive Surgical worth $843K as of Q2 2026.
  • Cladis Investment Advisory bought 215 Intuitive Surgical shares in Q2 2026, an estimated $93.9K.
  • Intuitive Surgical made up 0.39% of Cladis Investment Advisory's portfolio in Q2 2026, its #75 holding.
  • Cladis Investment Advisory first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Cladis Investment Advisory's Intuitive Surgical position peaked at $1.08M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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