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ISRG icon

Finivi Inc’s Intuitive Surgical ISRG Stock Holding History

Finivi Inc’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 		$212K Sell
532
-785
-60% -$343K 0.11% 108
2026
Q1 		$607K Sell
1,317
-8
-0.6% -$4.05K 0.33% 65
2025
Q4 		$750K Sell
1,325
-116
-8% -$61.8K 0.43% 52
2025
Q3 		$644K Sell
1,441
-14
-1% -$6.72K 0.41% 57
2025
Q2 		$791K Buy
1,455
+54
+4% +$28.2K 0.54% 48
2025
Q1 		$694K Buy
1,401
+90
+7% +$49.8K 0.56% 44
2024
Q4 		$684K Buy
1,311
+735
+128% +$383K 0.55% 44
2024
Q3 		$283K Sell
576
-2,876
-83% -$1.34M 0.23% 71
2024
Q2 		$1.54M Buy
3,452
+97
+3% +$38.6K 1.27% 26
2024
Q1 		$1.34M Buy
3,355
+241
+8% +$91.1K 1.21% 29
2023
Q4 		$1.05M Buy
+3,114
New +$928K 1.03% 35

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

Finivi Inc's ISRG Position: Q2 2026 in Review

Finivi Inc reduced its Intuitive Surgical (ISRG) stake by 60% in Q2 2026, selling an estimated $343K and leaving 532 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #108.

Finivi Inc first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q2 2024. 2,211 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Finivi Inc held 532 shares of Intuitive Surgical worth $212K as of Q2 2026.
  • Finivi Inc sold 785 Intuitive Surgical shares in Q2 2026, an estimated $343K.
  • Intuitive Surgical made up 0.11% of Finivi Inc's portfolio in Q2 2026, its #108 holding.
  • Finivi Inc first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Finivi Inc's Intuitive Surgical position peaked at $1.54M in Q2 2024.
  • 2,211 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.