Expect Equity LLC’s Intuitive Surgical ISRG Stock Holding History

Expect Equity LLC’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	$1.36M	Buy	3,415 +1,265	+59%	+$553K	0.87%	55
2026 Q1	$991K	Buy	+2,150	New	+$1.09M	0.77%	57

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

Expect Equity LLC's ISRG Position: Q2 2026 in Review

Expect Equity LLC increased its Intuitive Surgical (ISRG) stake by 59% in Q2 2026, buying an estimated $553K and bringing the position to 3,415 shares worth $1.36M. The position accounts for 0.87% of the portfolio, ranked #55.

Expect Equity LLC first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Expect Equity LLC held 3,415 shares of Intuitive Surgical worth $1.36M as of Q2 2026.
Expect Equity LLC bought 1,265 Intuitive Surgical shares in Q2 2026, an estimated $553K.
Intuitive Surgical made up 0.87% of Expect Equity LLC's portfolio in Q2 2026, its #55 holding.
Expect Equity LLC first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.