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Dana Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Dana 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
Q2 		$766K Buy
1,926
+578
+43% +$253K 0.02% 445
2026
Q1 		$621K Buy
1,348
+208
+18% +$105K 0.02% 452
2025
Q4 		$646K Buy
1,140
+21
+2% +$11.2K 0.02% 443
2025
Q3 		$500K Sell
1,119
-1,113
-50% -$534K 0.01% 461
2025
Q2 		$1.21M Buy
2,232
+61
+3% +$31.9K 0.04% 362
2025
Q1 		$1.08M Hold
2,171
– – 0.04% 372
2024
Q4 		$1.13M Buy
2,171
+100
+5% +$52.1K 0.04% 367
2024
Q3 		$1.02M Buy
2,071
+167
+9% +$77.7K 0.03% 378
2024
Q2 		$847K Buy
1,904
+90
+5% +$35.8K 0.03% 392
2024
Q1 		$724K Sell
1,814
-114
-6% -$43.1K 0.02% 408
2023
Q4 		$650K Sell
1,928
-587
-23% -$175K 0.03% 297
2023
Q3 		$735K Buy
2,515
+178
+8% +$55.6K 0.04% 272
2023
Q2 		$799K Sell
2,337
-42
-2% -$12.7K 0.04% 260
2023
Q1 		$608K Sell
2,379
-257
-10% -$63.3K 0.03% 290
2022
Q4 		$699K Buy
2,636
+10
+0.4% +$2.44K 0.04% 276
2022
Q3 		$492K Buy
2,626
+202
+8% +$43.4K 0.03% 302
2022
Q2 		$487K Hold
2,424
– – 0.02% 315
2022
Q1 		$731K Buy
2,424
+114
+5% +$33.3K 0.03% 239
2021
Q4 		$830K Hold
2,310
– – 0.04% 227
2021
Q3 		$765K Hold
2,310
– – 0.03% 222
2021
Q2 		$708K Sell
2,310
-114
-5% -$32K 0.03% 228
2021
Q1 		$597K Buy
2,424
+27
+1% +$6.79K 0.03% 241
2020
Q4 		$654K Buy
2,397
+30
+1% +$7.45K 0.03% 225
2020
Q3 		$560K Sell
2,367
-162
-6% -$36.4K 0.03% 223
2020
Q2 		$480K Sell
2,529
-7,551
-75% -$1.35M 0.03% 223
2020
Q1 		$1.66M Buy
10,080
+8,016
+388% +$1.47M 0.1% 111
2019
Q4 		$407K Hold
2,064
– – 0.02% 238
2019
Q3 		$371K Hold
2,064
– – 0.02% 225
2019
Q2 		$361K Buy
+2,064
New +$354K 0.02% 232

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

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

Dana Investment Advisors increased its Intuitive Surgical (ISRG) stake by 43% in Q2 2026, buying an estimated $253K and bringing the position to 1,926 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #445.

Dana Investment Advisors first reported a position in ISRG in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.66M in Q1 2020. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dana Investment Advisors held 1,926 shares of Intuitive Surgical worth $766K as of Q2 2026.
  • Dana Investment Advisors bought 578 Intuitive Surgical shares in Q2 2026, an estimated $253K.
  • Intuitive Surgical made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #445 holding.
  • Dana Investment Advisors first reported a position in Intuitive Surgical in Q2 2019 and has held it in 29 quarters since.
  • Dana Investment Advisors's Intuitive Surgical position peaked at $1.66M in Q1 2020.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.