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Crewe Advisors’s Intuitive Surgical ISRG Stock Holding History

Crewe 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 		$112K Buy
281
+31
+12% +$13.5K 0.01% 321
2026
Q1 		$115K Buy
250
+18
+8% +$9.11K 0.01% 273
2025
Q4 		$131K Buy
232
+11
+5% +$5.86K 0.01% 249
2025
Q3 		$99K Buy
221
+2
+0.9% +$960 0.01% 299
2025
Q2 		$119K Buy
219
+2
+0.9% +$1.05K 0.02% 200
2025
Q1 		$107K Sell
217
-4
-2% -$2.21K 0.02% 193
2024
Q4 		$115K Sell
221
-150
-40% -$78.1K 0.02% 189
2024
Q3 		$182K Hold
371
– – 0.02% 157
2024
Q2 		$165K Sell
371
-32
-8% -$12.7K 0.02% 195
2024
Q1 		$161K Buy
+403
New +$152K 0.02% 199
2023
Q3 		– Sell
-220
Closed -$75.2K – 745
2023
Q2 		$75.2K Sell
220
-327
-60% -$98.9K 0.01% 233
2023
Q1 		$140K Sell
547
-159
-23% -$39.2K 0.02% 193
2022
Q4 		$187K Buy
706
+159
+29% +$38.8K 0.03% 159
2022
Q3 		$103K Buy
547
+148
+37% +$31.8K 0.02% 224
2022
Q2 		$80K Buy
+399
New +$93.6K 0.02% 237
2021
Q4 		– Sell
-15
Closed -$5K – 430
2021
Q3 		$5K Hold
15
– – ﹤0.01% 302
2021
Q2 		$5K Hold
15
– – ﹤0.01% 331
2021
Q1 		$4K Hold
15
– – ﹤0.01% 384
2020
Q4 		$4K Sell
15
-15
-50% -$3.73K ﹤0.01% 367
2020
Q3 		$7K Buy
+30
New +$6.74K ﹤0.01% 300

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

Crewe Advisors's ISRG Position: Q2 2026 in Review

Crewe Advisors increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $13.5K and bringing the position to 281 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #321.

Crewe Advisors first reported a position in ISRG in Q3 2020 and has held it in 20 quarters since. The position peaked at $187K in Q4 2022. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Crewe Advisors held 281 shares of Intuitive Surgical worth $112K as of Q2 2026.
  • Crewe Advisors bought 31 Intuitive Surgical shares in Q2 2026, an estimated $13.5K.
  • Intuitive Surgical made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #321 holding.
  • Crewe Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 20 quarters since.
  • Crewe Advisors's Intuitive Surgical position peaked at $187K in Q4 2022.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.