Clean Yield Group’s Intuitive Surgical ISRG Stock Holding History

Clean Yield Group’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	$21.5K	Hold	54	–	–	0.01%	289
2026 Q1	$24.9K	Hold	54	–	–	0.01%	268
2025 Q4	$30.6K	Hold	54	–	–	0.01%	265
2025 Q3	$24.1K	Hold	54	–	–	0.01%	280
2025 Q2	$29.3K	Sell	54 -27	-33%	-$14.1K	0.01%	258
2025 Q1	$40.1K	Buy	81 +27	+50%	+$14.9K	0.01%	242
2024 Q4	$28.2K	Hold	54	–	–	0.01%	274
2024 Q3	$26.5K	Sell	54 -54	-50%	-$25.1K	0.01%	274
2024 Q2	$48K	Hold	108	–	–	0.02%	231
2024 Q1	$43.1K	Hold	108	–	–	0.02%	245
2023 Q4	$36.4K	Hold	108	–	–	0.02%	254
2023 Q3	$30.4K	Hold	108	–	–	0.01%	259
2023 Q2	$36.9K	Hold	108	–	–	0.02%	262
2023 Q1	$27.6K	Hold	108	–	–	0.01%	273
2022 Q4	$28.7K	Hold	108	–	–	0.01%	269
2022 Q3	$20K	Sell	108 -1,325	-92%	-$285K	0.01%	286
2022 Q2	$288K	Hold	1,433	–	–	0.12%	109
2022 Q1	$432K	Sell	1,433 -250	-15%	-$73K	0.15%	95
2021 Q4	$605K	Hold	1,683	–	–	0.19%	87
2021 Q3	$558K	Hold	1,683	–	–	0.18%	87
2021 Q2	$516K	Buy	1,683 +108	+7%	+$30.3K	0.18%	84
2021 Q1	$388K	Hold	1,575	–	–	0.15%	94
2020 Q4	$430K	Hold	1,575	–	–	0.15%	83
2020 Q3	$373K	Hold	1,575	–	–	0.15%	83
2020 Q2	$299K	Hold	1,575	–	–	0.13%	97
2020 Q1	$260K	Hold	1,575	–	–	0.12%	102
2019 Q4	$310K	Hold	1,575	–	–	0.1%	122
2019 Q3	$283K	Hold	1,575	–	–	0.09%	118
2019 Q2	$275K	Hold	1,575	–	–	0.1%	115
2019 Q1	$300K	Hold	1,575	–	–	0.12%	110
2018 Q4	$251K	Buy	+1,575	New	+$267K	0.11%	119

Other funds holding ISRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Clean Yield Group's ISRG Position: Q2 2026 in Review

Clean Yield Group held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 54 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #289.

Clean Yield Group first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $605K in Q4 2021. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Clean Yield Group held 54 shares of Intuitive Surgical worth $21.5K as of Q2 2026.
Clean Yield Group left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #289 holding.
Clean Yield Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
Clean Yield Group's Intuitive Surgical position peaked at $605K in Q4 2021.
2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.