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Covestor’s Intuitive Surgical ISRG Stock Holding History

Covestor’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 		$133K Buy
334
+63
+23% +$27.5K 0.08% 235
2026
Q1 		$125K Sell
271
-241
-47% -$122K 0.09% 205
2025
Q4 		$290K Buy
512
+53
+12% +$28.2K 0.15% 112
2025
Q3 		$206K Buy
459
+38
+9% +$18.2K 0.11% 200
2025
Q2 		$229K Sell
421
-114
-21% -$59.6K 0.14% 132
2025
Q1 		$265K Sell
535
-46
-8% -$25.4K 0.18% 71
2024
Q4 		$303K Sell
581
-7
-1% -$3.65K 0.19% 61
2024
Q3 		$289K Sell
588
-3
-0.5% -$1.4K 0.18% 64
2024
Q2 		$263K Sell
591
-1
-0.2% -$398 0.17% 86
2024
Q1 		$236K Sell
592
-28
-5% -$10.6K 0.15% 112
2023
Q4 		$209K Buy
620
+68
+12% +$20.3K 0.14% 125
2023
Q3 		$162K Sell
552
-9
-2% -$2.81K 0.12% 182
2023
Q2 		$192K Sell
561
-70
-11% -$21.2K 0.15% 134
2023
Q1 		$161K Sell
631
-46
-7% -$11.3K 0.14% 173
2022
Q4 		$180K Sell
677
-103
-13% -$25.1K 0.15% 147
2022
Q3 		$146K Buy
780
+383
+96% +$82.3K 0.13% 173
2022
Q2 		$80K Sell
397
-21
-5% -$4.93K 0.06% 527
2022
Q1 		$126K Buy
418
+140
+50% +$40.9K 0.08% 370
2021
Q4 		$100K Buy
+278
New +$95.6K 0.14% 158

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

Covestor's ISRG Position: Q2 2026 in Review

Covestor increased its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, buying an estimated $27.5K and bringing the position to 334 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #235.

Covestor first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $303K in Q4 2024. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Covestor held 334 shares of Intuitive Surgical worth $133K as of Q2 2026.
  • Covestor bought 63 Intuitive Surgical shares in Q2 2026, an estimated $27.5K.
  • Intuitive Surgical made up 0.08% of Covestor's portfolio in Q2 2026, its #235 holding.
  • Covestor first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Intuitive Surgical position peaked at $303K in Q4 2024.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.