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Fairfield Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Fairfield Financial 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 		$2.04M Sell
5,118
-1,028
-17% -$449K 0.8% 28
2026
Q1 		$2.83M Sell
6,146
-307
-5% -$155K 0.98% 27
2025
Q4 		$3.65M Sell
6,453
-235
-4% -$125K 1.19% 24
2025
Q3 		$2.99M Buy
6,688
+113
+2% +$54.2K 1.01% 26
2025
Q2 		$3.57M Buy
6,575
+485
+8% +$254K 1.25% 20
2025
Q1 		$3.02M Buy
6,090
+1,169
+24% +$646K 1.14% 19
2024
Q4 		$2.57M Buy
4,921
+1,645
+50% +$857K 0.9% 22
2024
Q3 		$1.61M Buy
3,276
+594
+22% +$277K 0.55% 36
2024
Q2 		$1.19M Buy
+2,682
New +$1.07M 0.35% 40
2023
Q4 		$346K Buy
1,025
+470
+85% +$140K 0.13% 59
2023
Q3 		$162K Buy
555
+405
+270% +$126K 0.07% 72
2023
Q2 		$51.3K Hold
150
– – 0.02% 129
2023
Q1 		$37.7K Hold
150
– – 0.02% 159
2022
Q4 		$39.8K Sell
150
-75
-33% -$18.3K 0.02% 140
2022
Q3 		$42.2K Hold
225
– – 0.02% 126
2022
Q2 		$45.2K Sell
225
-130
-37% -$30.5K 0.02% 123
2022
Q1 		$107K Buy
+355
New +$104K 0.04% 81

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

Fairfield Financial Advisors's ISRG Position: Q2 2026 in Review

Fairfield Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $449K and leaving 5,118 shares worth $2.04M. The position accounts for 0.8% of the portfolio, ranked #28.

Fairfield Financial Advisors first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.65M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fairfield Financial Advisors held 5,118 shares of Intuitive Surgical worth $2.04M as of Q2 2026.
  • Fairfield Financial Advisors sold 1,028 Intuitive Surgical shares in Q2 2026, an estimated $449K.
  • Intuitive Surgical made up 0.8% of Fairfield Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Fairfield Financial Advisors first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • Fairfield Financial Advisors's Intuitive Surgical position peaked at $3.65M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.