FGA
ISRG icon

Fortis Group Advisors’s Intuitive Surgical ISRG Stock Holding History

Fortis Group Advisors’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 		$76K Hold
191
– – 0.01% 289
2026
Q1 		$88K Hold
191
– – 0.01% 286
2025
Q4 		$108K Hold
191
– – 0.02% 281
2025
Q3 		$85.4K Hold
191
– – 0.01% 241
2025
Q2 		$104K Hold
191
– – 0.02% 225
2025
Q1 		$94.6K Hold
191
– – 0.02% 196
2024
Q4 		$99.7K Hold
191
– – 0.02% 195
2024
Q3 		$93.8K Hold
191
– – 0.02% 188
2024
Q2 		$85K Buy
191
+13
+7% +$5.18K 0.02% 189
2024
Q1 		$71K Sell
178
-178
-50% -$67.3K 0.01% 212
2023
Q4 		$120K Buy
356
+178
+100% +$53.1K 0.03% 135
2023
Q3 		$52K Buy
+178
New +$55.6K 0.02% 136
2020
Q3 		$34K Buy
+144
New +$32.3K 0.01% 220

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

Fortis Group Advisors's ISRG Position: Q2 2026 in Review

Fortis Group Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 191 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #289.

Fortis Group Advisors first reported a position in ISRG in Q3 2020 and has held it in 13 quarters since. The position peaked at $120K in Q4 2023. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fortis Group Advisors held 191 shares of Intuitive Surgical worth $76K as of Q2 2026.
  • Fortis Group Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #289 holding.
  • Fortis Group Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Intuitive Surgical position peaked at $120K in Q4 2023.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.