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Concurrent Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-200
Closed -$113K – 1987
2025
Q4 		$113K Buy
200
+100
+100% +$53.2K ﹤0.01% 1694
2025
Q3 		$44.7K Buy
+100
New +$48K ﹤0.01% 1454

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's ISRG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, buying an estimated $2.64M and bringing the position to 25,639 shares worth $10.2M. The position accounts for 0.09% of the portfolio, ranked #253.

Concurrent Investment Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Concurrent Investment Advisors held 25,639 shares of Intuitive Surgical worth $10.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,043 Intuitive Surgical shares in Q2 2026, an estimated $2.64M.
  • Intuitive Surgical made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Concurrent Investment Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.