Financial Perspectives’s Intuitive Surgical ISRG Stock Holding History

Financial Perspectives’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	$434K	Hold	1,091	–	–	0.11%	114
2026 Q1	$503K	Hold	1,091	–	–	0.14%	92
2025 Q4	$618K	Hold	1,091	–	–	0.17%	81
2025 Q3	$488K	Hold	1,091	–	–	0.14%	96
2025 Q2	$593K	Hold	1,091	–	–	0.18%	76
2025 Q1	$540K	Hold	1,091	–	–	0.19%	76
2024 Q4	$569K	Hold	1,091	–	–	0.19%	75
2024 Q3	$536K	Hold	1,091	–	–	0.19%	74
2024 Q2	$485K	Hold	1,091	–	–	0.18%	73
2024 Q1	$435K	Hold	1,091	–	–	0.17%	79
2023 Q4	$368K	Hold	1,091	–	–	0.15%	86
2023 Q3	$319K	Hold	1,091	–	–	0.15%	85
2023 Q2	$373K	Hold	1,091	–	–	0.16%	80
2023 Q1	$279K	Hold	1,091	–	–	0.13%	97
2022 Q4	$289K	Hold	1,091	–	–	0.15%	91
2022 Q3	$204K	Buy	1,091 +11	+1%	+$2.36K	0.11%	118
2022 Q2	$217K	Hold	1,080	–	–	0.12%	110
2022 Q1	$326K	Hold	1,080	–	–	0.15%	84
2021 Q4	$388K	Hold	1,080	–	–	0.18%	71
2021 Q3	$358K	Hold	1,080	–	–	0.18%	81
2021 Q2	$331K	Sell	1,080 -357	-25%	-$100K	0.16%	92
2021 Q1	$354K	Buy	1,437 +357	+33%	+$89.8K	0.19%	83
2020 Q4	$295K	Hold	1,080	–	–	0.17%	87
2020 Q3	$255K	Hold	1,080	–	–	0.17%	82
2020 Q2	$205K	Hold	1,080	–	–	0.15%	82
2020 Q1	$178K	Hold	1,080	–	–	0.14%	78
2019 Q4	$213K	Buy	+1,080	New	+$202K	0.15%	80

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

Financial Perspectives's ISRG Position: Q2 2026 in Review

Financial Perspectives held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,091 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #114.

Financial Perspectives first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $618K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Financial Perspectives held 1,091 shares of Intuitive Surgical worth $434K as of Q2 2026.
Financial Perspectives left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.11% of Financial Perspectives's portfolio in Q2 2026, its #114 holding.
Financial Perspectives first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Intuitive Surgical position peaked at $618K in Q4 2025.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.