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Elevated Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Elevated Capital 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 		$254K Sell
639
-386
-38% -$169K 0.07% 228
2026
Q1 		$473K Sell
1,025
-50
-5% -$25.3K 0.12% 187
2025
Q4 		$609K Sell
1,075
-237
-18% -$126K 0.14% 175
2025
Q3 		$587K Sell
1,312
-173
-12% -$83K 0.15% 181
2025
Q2 		$735K Hold
1,485
– – 0.21% 152
2025
Q1 		$735K Sell
1,485
-108
-7% -$59.7K 0.21% 152
2024
Q4 		$831K Sell
1,593
-103
-6% -$53.6K 0.23% 129
2024
Q3 		$833K Sell
1,696
-4
-0.2% -$1.86K 0.22% 142
2024
Q2 		$756K Buy
1,700
+144
+9% +$57.4K 0.21% 130
2024
Q1 		$621K Buy
1,556
+42
+3% +$15.9K 0.18% 122
2023
Q4 		$511K Buy
1,514
+124
+9% +$37K 0.16% 128
2023
Q3 		$406K Sell
1,390
-16
-1% -$5K 0.14% 135
2023
Q2 		$481K Buy
1,406
+81
+6% +$24.5K 0.16% 135
2023
Q1 		$338K Buy
1,325
+55
+4% +$13.6K 0.12% 145
2022
Q4 		$337K Buy
+1,270
New +$310K 0.13% 134

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

Elevated Capital Advisors's ISRG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 38% in Q2 2026, selling an estimated $169K and leaving 639 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #228.

Elevated Capital Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $833K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Elevated Capital Advisors held 639 shares of Intuitive Surgical worth $254K as of Q2 2026.
  • Elevated Capital Advisors sold 386 Intuitive Surgical shares in Q2 2026, an estimated $169K.
  • Intuitive Surgical made up 0.07% of Elevated Capital Advisors's portfolio in Q2 2026, its #228 holding.
  • Elevated Capital Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Elevated Capital Advisors's Intuitive Surgical position peaked at $833K in Q3 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.