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EdgeRock Capital’s Intuitive Surgical ISRG Stock Holding History

EdgeRock Capital’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
-544
Closed -$248K – 141
2026
Q1 		$248K Sell
544
-54
-9% -$27.3K 0.07% 115
2025
Q4 		$339K Buy
598
+101
+20% +$53.8K 0.09% 95
2025
Q3 		$222K Sell
497
-77
-13% -$37K 0.06% 112
2025
Q2 		$311K Buy
574
+50
+10% +$26.1K 0.1% 80
2025
Q1 		$260K Buy
+524
New +$290K 0.19% 61
2024
Q3 		– Sell
-302
Closed -$134K – 179
2024
Q2 		$134K Buy
+302
New +$120K 0.1% 63
2024
Q1 		– Sell
-218
Closed -$83.7K – 200
2023
Q4 		$83.7K Buy
+218
New +$65K 0.06% 81
2022
Q4 		– Sell
-2
Closed – – 218
2022
Q3 		$0 Buy
+2
New +$430 ﹤0.01% 402

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

EdgeRock Capital's ISRG Position: Q2 2026 in Review

EdgeRock Capital sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 544 shares — an estimated $248K sold.

EdgeRock Capital first reported a position in ISRG in Q3 2022 and held it in 8 quarters. The position peaked at $339K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • EdgeRock Capital reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • EdgeRock Capital sold 544 Intuitive Surgical shares in Q2 2026, an estimated $248K.
  • EdgeRock Capital first reported a position in Intuitive Surgical in Q3 2022 and held it in 8 quarters.
  • EdgeRock Capital's Intuitive Surgical position peaked at $339K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.