Empirical Asset Management’s Intuitive Surgical ISRG Stock Holding History

Empirical Asset Management’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	$490K	Sell	1,232 -1,936	-61%	-$846K	0.11%	241
2026 Q1	$1.46M	Buy	+3,168	New	+$1.6M	0.39%	68
2025 Q4	–	Sell	-1,175	Closed	-$525K	–	368
2025 Q3	$525K	Sell	1,175 -418	-26%	-$201K	0.15%	223
2025 Q2	$866K	Buy	+1,593	New	+$833K	0.27%	104
2025 Q1	–	Sell	-19,393	Closed	-$1.26M	–	379
2024 Q4	$1.26M	Buy	19,393 +3,456	+22%	+$1.8M	0.42%	59
2024 Q3	$743K	Sell	15,937 -911	-5%	-$424K	0.26%	110
2024 Q2	$1.08M	Buy	16,848 +14,643	+664%	+$5.83M	0.41%	57
2024 Q1	$880K	Buy	+2,205	New	+$833K	0.42%	65

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

Empirical Asset Management's ISRG Position: Q2 2026 in Review

Empirical Asset Management reduced its Intuitive Surgical (ISRG) stake by 61% in Q2 2026, selling an estimated $846K and leaving 1,232 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #241.

Empirical Asset Management first reported a position in ISRG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Empirical Asset Management held 1,232 shares of Intuitive Surgical worth $490K as of Q2 2026.
Empirical Asset Management sold 1,936 Intuitive Surgical shares in Q2 2026, an estimated $846K.
Intuitive Surgical made up 0.11% of Empirical Asset Management's portfolio in Q2 2026, its #241 holding.
Empirical Asset Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 8 quarters since.
Empirical Asset Management's Intuitive Surgical position peaked at $1.46M in Q1 2026.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.