Delos Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Delos Wealth 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	–	Sell	-208	Closed	-$95.9K	–	327
2026 Q1	$95.9K	Sell	208 -2	-1%	-$1.01K	0.05%	106
2025 Q4	$119K	Hold	210	–	–	0.08%	67
2025 Q3	$93.9K	Hold	210	–	–	0.06%	81
2025 Q2	$114K	Buy	+210	New	+$110K	0.09%	67
2025 Q1	–	Sell	-7	Closed	-$3.65K	–	114
2024 Q4	$3.65K	Hold	7	–	–	﹤0.01%	146
2024 Q3	$3.44K	Sell	7 -60	-90%	-$27.9K	﹤0.01%	141
2024 Q2	$29.8K	Sell	67 -5	-7%	-$1.99K	0.03%	89
2024 Q1	$28.7K	Buy	72 +57	+380%	+$21.5K	0.03%	81
2023 Q4	$5.06K	Hold	15	–	–	0.01%	111
2023 Q3	$4.69K	Hold	15	–	–	0.01%	160
2023 Q2	$5.13K	Hold	15	–	–	0.01%	156
2023 Q1	$3.83K	Hold	15	–	–	﹤0.01%	166
2022 Q4	$3.98K	Hold	15	–	–	0.01%	179
2022 Q3	$3K	Buy	15 +3	+25%	+$644	﹤0.01%	184
2022 Q2	$2K	Sell	12 -249	-95%	-$58.4K	﹤0.01%	194
2022 Q1	$79K	Hold	261	–	–	0.08%	62
2021 Q4	$94K	Buy	261 +51	+24%	+$17.5K	0.09%	52
2021 Q3	$70K	Buy	210 +198	+1,650%	+$66.5K	0.08%	50
2021 Q2	$4K	Buy	+12	New	+$3.37K	0.01%	117

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Delos Wealth Advisors's ISRG Position: Q2 2026 in Review

Delos Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 208 shares — an estimated $95.9K sold.

Delos Wealth Advisors first reported a position in ISRG in Q2 2021 and held it in 19 quarters. The position peaked at $119K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Delos Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Delos Wealth Advisors sold 208 Intuitive Surgical shares in Q2 2026, an estimated $95.9K.
Delos Wealth Advisors first reported a position in Intuitive Surgical in Q2 2021 and held it in 19 quarters.
Delos Wealth Advisors's Intuitive Surgical position peaked at $119K in Q4 2025.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.