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Farnam Financial’s Intuitive Surgical ISRG Stock Holding History

Farnam Financial’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 		$267K Hold
671
– – 0.19% 49
2026
Q1 		$309K Hold
671
– – 0.25% 44
2025
Q4 		$380K Buy
+671
New +$357K 0.29% 41

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

Farnam Financial's ISRG Position: Q2 2026 in Review

Farnam Financial held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 671 shares worth $267K. The position accounts for 0.19% of the portfolio, ranked #49.

Farnam Financial first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Farnam Financial held 671 shares of Intuitive Surgical worth $267K as of Q2 2026.
  • Farnam Financial left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.19% of Farnam Financial's portfolio in Q2 2026, its #49 holding.
  • Farnam Financial first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Farnam Financial's Intuitive Surgical position peaked at $380K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.