Envestnet Portfolio Solutions
ISRG icon

Envestnet Portfolio Solutions’s Intuitive Surgical ISRG Stock Holding History

Envestnet Portfolio Solutions’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 		$12.7M Buy
31,826
+1,245
+4% +$544K 0.06% 188
2026
Q1 		$14.1M Sell
30,581
-16,239
-35% -$8.22M 0.08% 153
2025
Q4 		$26.5M Buy
46,820
+3,447
+8% +$1.84M 0.09% 113
2025
Q3 		$19.4M Buy
43,373
+2,618
+6% +$1.26M 0.07% 137
2025
Q2 		$22.1M Buy
40,755
+8,355
+26% +$4.37M 0.08% 122
2025
Q1 		$16M Sell
32,400
-5,940
-15% -$3.28M 0.06% 150
2024
Q4 		$20M Sell
38,340
-1,532
-4% -$798K 0.07% 134
2024
Q3 		$19.6M Sell
39,872
-1,261
-3% -$587K 0.06% 148
2024
Q2 		$18.3M Sell
41,133
-1,671
-4% -$666K 0.06% 149
2024
Q1 		$17.1M Buy
42,804
+5,941
+16% +$2.24M 0.06% 157
2023
Q4 		$12.4M Buy
36,863
+4,356
+13% +$1.3M 0.05% 183
2023
Q3 		$9.5M Buy
+32,507
New +$10.2M 0.04% 193

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

Envestnet Portfolio Solutions's ISRG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Intuitive Surgical (ISRG) stake by 4.1% in Q2 2026, buying an estimated $544K and bringing the position to 31,826 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #188.

Envestnet Portfolio Solutions first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.5M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Envestnet Portfolio Solutions held 31,826 shares of Intuitive Surgical worth $12.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,245 Intuitive Surgical shares in Q2 2026, an estimated $544K.
  • Intuitive Surgical made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #188 holding.
  • Envestnet Portfolio Solutions first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Intuitive Surgical position peaked at $26.5M in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.