Coppell Advisory Solutions’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.68M Buy
+58
New +$25.3K 0.3% 67
2025
Q1
Sell
-150
Closed -$79.3K 1086
2024
Q4
$79.3K Buy
150
+9
+6% +$4.69K 0.01% 474
2024
Q3
$67.6K Buy
141
+78
+124% +$36.3K 0.01% 476
2024
Q2
$28K Buy
+63
New +$25.1K ﹤0.01% 656
2023
Q4
$14.5K Buy
+43
New +$12.8K ﹤0.01% 837
2023
Q3
Sell
-11
Closed -$3.72K 1365
2023
Q2
$3.72K Buy
+11
New +$3.33K ﹤0.01% 912

Other funds holding ISRG

Coppell Advisory Solutions's ISRG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 58 shares worth $3.68M. The stake represents 0.3% of the portfolio and ranks #67 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in ISRG as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in ISRG in Q2 2023 and has held it in 6 quarters since. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Coppell Advisory Solutions held 58 shares of Intuitive Surgical worth $3.68M as of Q2 2026.
  • Intuitive Surgical was a new Coppell Advisory Solutions position in Q2 2026.
  • Intuitive Surgical made up 0.3% of Coppell Advisory Solutions's portfolio in Q2 2026, its #67 holding.
  • Coppell Advisory Solutions first reported a position in Intuitive Surgical in Q2 2023 and has held it in 6 quarters since.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.