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Financial Consulate’s Intuitive Surgical ISRG Stock Holding History

Financial Consulate’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 		$326K Sell
820
-15
-2% -$6.55K 0.04% 118
2026
Q1 		$385K Sell
835
-119
-12% -$60.2K 0.05% 94
2025
Q4 		$540K Sell
954
-229
-19% -$122K 0.07% 80
2025
Q3 		$529K Buy
+1,183
New +$568K 0.07% 90
2023
Q2 		– Sell
-1,968
Closed -$503K – 76
2023
Q1 		$503K Buy
1,968
+40
+2% +$9.85K 0.18% 66
2022
Q4 		$512K Sell
1,928
-742
-28% -$181K 0.18% 68
2022
Q3 		$500K Buy
2,670
+400
+18% +$85.9K 0.21% 55
2022
Q2 		$456K Buy
2,270
+362
+19% +$84.9K 0.21% 69
2022
Q1 		$576K Buy
1,908
+52
+3% +$15.2K 0.22% 56
2021
Q4 		$667K Buy
1,856
+185
+11% +$63.6K 0.23% 52
2021
Q3 		$554K Buy
1,671
+24
+1% +$8.06K 0.2% 58
2021
Q2 		$505K Buy
1,647
+354
+27% +$99.3K 0.18% 63
2021
Q1 		$318K Buy
1,293
+246
+23% +$61.9K 0.13% 80
2020
Q4 		$286K Buy
+1,047
New +$260K 0.12% 84

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

Financial Consulate's ISRG Position: Q2 2026 in Review

Financial Consulate reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, selling an estimated $6.55K and leaving 820 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #118.

Financial Consulate first reported a position in ISRG in Q4 2020 and has held it in 14 quarters since. The position peaked at $667K in Q4 2021. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Financial Consulate held 820 shares of Intuitive Surgical worth $326K as of Q2 2026.
  • Financial Consulate sold 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up 0.04% of Financial Consulate's portfolio in Q2 2026, its #118 holding.
  • Financial Consulate first reported a position in Intuitive Surgical in Q4 2020 and has held it in 14 quarters since.
  • Financial Consulate's Intuitive Surgical position peaked at $667K in Q4 2021.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.