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Claro Advisors’s Intuitive Surgical ISRG Stock Holding History

Claro Advisors’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 		$381K Buy
957
+129
+16% +$56.4K 0.04% 337
2026
Q1 		$382K Buy
828
+110
+15% +$55.6K 0.05% 306
2025
Q4 		$407K Buy
718
+14
+2% +$7.45K 0.06% 267
2025
Q3 		$315K Sell
704
-23
-3% -$11K 0.05% 305
2025
Q2 		$395K Sell
727
-464
-39% -$243K 0.07% 244
2025
Q1 		$590K Sell
1,191
-59
-5% -$32.6K 0.08% 229
2024
Q4 		$652K Buy
1,250
+37
+3% +$19.3K 0.09% 203
2024
Q3 		$596K Buy
1,213
+310
+34% +$144K 0.08% 244
2024
Q2 		$402K Buy
903
+84
+10% +$33.5K 0.06% 266
2024
Q1 		$327K Buy
819
+164
+25% +$62K 0.06% 306
2023
Q4 		$221K Buy
+655
New +$195K 0.05% 360
2019
Q1 		– Sell
-195
Closed -$37K – 548
2018
Q4 		$37K Buy
+195
New +$33K 0.03% 398

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

Claro Advisors's ISRG Position: Q2 2026 in Review

Claro Advisors increased its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, buying an estimated $56.4K and bringing the position to 957 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #337.

Claro Advisors first reported a position in ISRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $652K in Q4 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Claro Advisors held 957 shares of Intuitive Surgical worth $381K as of Q2 2026.
  • Claro Advisors bought 129 Intuitive Surgical shares in Q2 2026, an estimated $56.4K.
  • Intuitive Surgical made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #337 holding.
  • Claro Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 12 quarters since.
  • Claro Advisors's Intuitive Surgical position peaked at $652K in Q4 2024.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.