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Fiduciary Alliance’s Intuitive Surgical ISRG Stock Holding History

Fiduciary Alliance’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 		$304K Sell
765
-453
-37% -$198K 0.02% 440
2026
Q1 		$570K Buy
1,218
+344
+39% +$174K 0.03% 350
2025
Q4 		$495K Sell
874
-3,812
-81% -$2.03M 0.03% 346
2025
Q3 		$2.1M Sell
4,686
-10,426
-69% -$5M 0.14% 151
2025
Q2 		$8.21M Buy
15,112
+1,205
+9% +$630K 0.61% 39
2025
Q1 		$6.89M Buy
13,907
+1,410
+11% +$780K 0.68% 35
2024
Q4 		$6.52M Buy
12,497
+3,151
+34% +$1.64M 0.66% 40
2024
Q3 		$4.59M Buy
+9,346
New +$4.35M 0.61% 46
2023
Q3 		– Sell
-169
Closed -$57.8K – 543
2023
Q2 		$57.8K Buy
+169
New +$51.1K 0.01% 291
2023
Q1 		– Sell
-144
Closed -$38.2K – 485
2022
Q4 		$38.2K Buy
+144
New +$35.1K 0.01% 244

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

Fiduciary Alliance's ISRG Position: Q2 2026 in Review

Fiduciary Alliance reduced its Intuitive Surgical (ISRG) stake by 37% in Q2 2026, selling an estimated $198K and leaving 765 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #440.

Fiduciary Alliance first reported a position in ISRG in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.21M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fiduciary Alliance held 765 shares of Intuitive Surgical worth $304K as of Q2 2026.
  • Fiduciary Alliance sold 453 Intuitive Surgical shares in Q2 2026, an estimated $198K.
  • Intuitive Surgical made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #440 holding.
  • Fiduciary Alliance first reported a position in Intuitive Surgical in Q4 2022 and has held it in 10 quarters since.
  • Fiduciary Alliance's Intuitive Surgical position peaked at $8.21M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.