FDS
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First Dallas Securities’s Intuitive Surgical ISRG Stock Holding History

First Dallas Securities’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 		– Sell
-450
Closed -$207K – 131
2026
Q1 		$207K Buy
+450
New +$228K 0.08% 114
2025
Q3 		– Sell
-900
Closed -$489K – 120
2025
Q2 		$489K Hold
900
– – 0.19% 83
2025
Q1 		$446K Hold
900
– – 0.19% 82
2024
Q4 		$470K Sell
900
-250
-22% -$130K 0.19% 87
2024
Q3 		$565K Sell
1,150
-100
-8% -$46.6K 0.24% 76
2024
Q2 		$556K Hold
1,250
– – 0.24% 77
2024
Q1 		$499K Sell
1,250
-5
-0.4% -$1.89K 0.23% 84
2023
Q4 		$423K Buy
+1,255
New +$374K 0.22% 89
2023
Q3 		– Sell
-655
Closed -$224K – 160
2023
Q2 		$224K Buy
+655
New +$198K 0.13% 119

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

First Dallas Securities's ISRG Position: Q2 2026 in Review

First Dallas Securities sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 450 shares — an estimated $207K sold.

First Dallas Securities first reported a position in ISRG in Q2 2023 and held it in 9 quarters. The position peaked at $565K in Q3 2024. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • First Dallas Securities reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • First Dallas Securities sold 450 Intuitive Surgical shares in Q2 2026, an estimated $207K.
  • First Dallas Securities first reported a position in Intuitive Surgical in Q2 2023 and held it in 9 quarters.
  • First Dallas Securities's Intuitive Surgical position peaked at $565K in Q3 2024.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.