EWA
ISRG icon

Eagle Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Eagle 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 		$295K Sell
741
-496
-40% -$217K 0.22% 82
2026
Q1 		$570K Buy
1,237
+168
+16% +$85K 0.53% 39
2025
Q4 		$605K Buy
+1,069
New +$569K 0.52% 35

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

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

Eagle Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 40% in Q2 2026, selling an estimated $217K and leaving 741 shares worth $295K. The position accounts for 0.22% of the portfolio, ranked #82.

Eagle Wealth Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $605K in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Eagle Wealth Advisors held 741 shares of Intuitive Surgical worth $295K as of Q2 2026.
  • Eagle Wealth Advisors sold 496 Intuitive Surgical shares in Q2 2026, an estimated $217K.
  • Intuitive Surgical made up 0.22% of Eagle Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Eagle Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Eagle Wealth Advisors's Intuitive Surgical position peaked at $605K in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.