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Clearstead Advisors’s Intuitive Surgical ISRG Stock Holding History

Clearstead 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 		$3.34M Buy
8,397
+3,616
+76% +$1.58M 0.03% 305
2026
Q1 		$2.2M Sell
4,781
-3,573
-43% -$1.81M 0.02% 342
2025
Q4 		$4.73M Buy
8,354
+2,932
+54% +$1.56M 0.06% 209
2025
Q3 		$2.42M Buy
5,422
+329
+6% +$158K 0.03% 292
2025
Q2 		$2.77M Buy
5,093
+1,811
+55% +$947K 0.04% 267
2025
Q1 		$1.63M Sell
3,282
-33
-1% -$18.3K 0.03% 335
2024
Q4 		$1.73M Sell
3,315
-70
-2% -$36.5K 0.03% 315
2024
Q3 		$1.66M Buy
3,385
+83
+3% +$38.6K 0.03% 329
2024
Q2 		$1.47M Buy
3,302
+2,181
+195% +$869K 0.03% 320
2024
Q1 		$427K Sell
1,121
-168
-13% -$63.5K 0.02% 333
2023
Q4 		$435K Sell
1,289
-1,225
-49% -$365K 0.02% 329
2023
Q3 		$735K Buy
2,514
+1,349
+116% +$421K 0.02% 352
2023
Q2 		$398K Buy
1,165
+362
+45% +$110K 0.02% 324
2023
Q1 		$205K Buy
803
+450
+127% +$111K 0.01% 394
2022
Q4 		$93.7K Sell
353
-135
-28% -$32.9K 0.01% 514
2022
Q3 		$91K Sell
488
-90
-16% -$19.3K 0.01% 496
2022
Q2 		$116K Buy
578
+110
+24% +$25.8K 0.01% 474
2022
Q1 		$141K Buy
468
+38
+9% +$11.1K 0.01% 479
2021
Q4 		$154K Buy
430
+31
+8% +$10.7K 0.01% 438
2021
Q3 		$132K Sell
399
-24
-6% -$8.06K 0.01% 429
2021
Q2 		$130K Sell
423
-114
-21% -$32K 0.01% 409
2021
Q1 		$132K Buy
537
+348
+184% +$87.6K 0.01% 392
2020
Q4 		$52K Sell
189
-18
-9% -$4.47K ﹤0.01% 505
2020
Q3 		$49K Buy
207
+18
+10% +$4.04K 0.01% 469
2020
Q2 		$36K Sell
189
-477
-72% -$85.5K ﹤0.01% 468
2020
Q1 		$110K Buy
+666
New +$122K 0.02% 316

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

Clearstead Advisors's ISRG Position: Q2 2026 in Review

Clearstead Advisors increased its Intuitive Surgical (ISRG) stake by 76% in Q2 2026, buying an estimated $1.58M and bringing the position to 8,397 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #305.

Clearstead Advisors first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.73M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Clearstead Advisors held 8,397 shares of Intuitive Surgical worth $3.34M as of Q2 2026.
  • Clearstead Advisors bought 3,616 Intuitive Surgical shares in Q2 2026, an estimated $1.58M.
  • Intuitive Surgical made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #305 holding.
  • Clearstead Advisors first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Intuitive Surgical position peaked at $4.73M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.