EFS
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Essex Financial Services’s Intuitive Surgical ISRG Stock Holding History

Essex Financial Services’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 		$717K Buy
1,803
+188
+12% +$82.1K 0.04% 390
2026
Q1 		$744K Buy
1,615
+13
+0.8% +$6.58K 0.04% 351
2025
Q4 		$907K Sell
1,602
-41
-2% -$21.8K 0.05% 308
2025
Q3 		$735K Buy
1,643
+30
+2% +$14.4K 0.04% 334
2025
Q2 		$877K Buy
1,613
+8
+0.5% +$4.18K 0.06% 286
2025
Q1 		$795K Sell
1,605
-187
-10% -$103K 0.06% 285
2024
Q4 		$935K Sell
1,792
-49
-3% -$25.5K 0.07% 244
2024
Q3 		$953K Buy
1,841
+187
+11% +$87.1K 0.07% 255
2024
Q2 		$767K Buy
1,654
+47
+3% +$18.7K 0.06% 289
2024
Q1 		$641K Buy
1,607
+195
+14% +$73.7K 0.06% 282
2023
Q4 		$476K Sell
1,412
-185
-12% -$55.1K 0.05% 315
2023
Q3 		$467K Buy
1,597
+304
+24% +$94.9K 0.05% 292
2023
Q2 		$442K Sell
1,293
-1,503
-54% -$455K 0.05% 303
2023
Q1 		$714K Buy
2,796
+229
+9% +$56.4K 0.08% 234
2022
Q4 		$681K Sell
2,567
-71
-3% -$17.3K 0.07% 227
2022
Q3 		$494K Sell
2,638
-95
-3% -$20.4K 0.06% 255
2022
Q2 		$549K Sell
2,733
-152
-5% -$35.7K 0.06% 256
2022
Q1 		$870K Sell
2,885
-58
-2% -$16.9K 0.08% 221
2021
Q4 		$1.06M Sell
2,943
-660
-18% -$227K 0.1% 193
2021
Q3 		$1.19M Buy
3,603
+666
+23% +$224K 0.14% 161
2021
Q2 		$900K Buy
+2,937
New +$824K 0.13% 168
2021
Q1 		– Sell
-792
Closed -$216K – 360
2020
Q4 		$216K Buy
+792
New +$197K 0.04% 297

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 $3.38T AUM 44.17% 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

Essex Financial Services's ISRG Position: Q2 2026 in Review

Essex Financial Services increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $82.1K and bringing the position to 1,803 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #390.

Essex Financial Services first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2021. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Essex Financial Services held 1,803 shares of Intuitive Surgical worth $717K as of Q2 2026.
  • Essex Financial Services bought 188 Intuitive Surgical shares in Q2 2026, an estimated $82.1K.
  • Intuitive Surgical made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #390 holding.
  • Essex Financial Services first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Essex Financial Services's Intuitive Surgical position peaked at $1.19M in Q3 2021.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.