Shah Wealth Advisors, LLC’s Intuitive Surgical ISRG Stock Holding History

Shah Wealth Advisors, LLC’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	$233K	Buy	+586	New	+$256K	0.05%	77

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Shah Wealth Advisors, LLC's ISRG Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 586 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #77 among its holdings.

1,419 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Shah Wealth Advisors, LLC held 586 shares of Intuitive Surgical worth $233K as of Q2 2026.
Intuitive Surgical was a new Shah Wealth Advisors, LLC position in Q2 2026.
Intuitive Surgical made up 0.05% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #77 holding.
1,419 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.