CAG
ISRG icon

Crestwood Advisors Group’s Intuitive Surgical ISRG Stock Holding History

Crestwood Advisors 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 		$2.11M Sell
5,312
-527
-9% -$230K 0.03% 239
2026
Q1 		$2.69M Sell
5,839
-79
-1% -$40K 0.05% 201
2025
Q4 		$3.35M Buy
5,918
+907
+18% +$483K 0.06% 171
2025
Q3 		$2.24M Buy
5,011
+156
+3% +$74.9K 0.04% 204
2025
Q2 		$2.64M Buy
4,855
+221
+5% +$116K 0.05% 178
2025
Q1 		$2.29M Buy
4,634
+110
+2% +$60.8K 0.04% 188
2024
Q4 		$2.36M Buy
4,524
+92
+2% +$47.9K 0.04% 173
2024
Q3 		$2.18M Buy
4,432
+139
+3% +$64.7K 0.04% 179
2024
Q2 		$1.91M Sell
4,293
-15
-0.3% -$5.97K 0.04% 176
2024
Q1 		$1.72M Buy
4,308
+167
+4% +$63.1K 0.04% 182
2023
Q4 		$1.4M Buy
4,141
+152
+4% +$45.3K 0.03% 185
2023
Q3 		$1.17M Buy
3,989
+2,368
+146% +$740K 0.03% 182
2023
Q2 		$554K Buy
1,621
+98
+6% +$29.7K 0.02% 176
2023
Q1 		$389K Sell
1,523
-38
-2% -$9.36K 0.01% 202
2022
Q4 		$414K Buy
1,561
+274
+21% +$66.8K 0.01% 204
2022
Q3 		$241K Sell
1,287
-29
-2% -$6.23K 0.01% 237
2022
Q2 		$264K Buy
1,316
+192
+17% +$45K 0.01% 232
2022
Q1 		$339K Buy
1,124
+8
+0.7% +$2.34K 0.01% 234
2021
Q4 		$401K Hold
1,116
– – 0.01% 222
2021
Q3 		$370K Sell
1,116
-18
-2% -$6.04K 0.01% 215
2021
Q2 		$348K Hold
1,134
– – 0.01% 216
2021
Q1 		$279K Sell
1,134
-12
-1% -$3.02K 0.01% 223
2020
Q4 		$313K Buy
1,146
+150
+15% +$37.2K 0.01% 211
2020
Q3 		$236K Buy
+996
New +$224K 0.01% 216

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

Crestwood Advisors Group's ISRG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Intuitive Surgical (ISRG) stake by 9% in Q2 2026, selling an estimated $230K and leaving 5,312 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #239.

Crestwood Advisors Group first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.35M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Crestwood Advisors Group held 5,312 shares of Intuitive Surgical worth $2.11M as of Q2 2026.
  • Crestwood Advisors Group sold 527 Intuitive Surgical shares in Q2 2026, an estimated $230K.
  • Intuitive Surgical made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #239 holding.
  • Crestwood Advisors Group first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Crestwood Advisors Group's Intuitive Surgical position peaked at $3.35M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.