FAG
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Fortitude Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Fortitude Advisory Group’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
Q3 		$390K Sell
958
-15
-2% -$5.73K 0.15% 137
2026
Q2 		$387K Sell
973
-8
-0.8% -$3.5K 0.15% 132
2026
Q1 		$452K Buy
981
+26
+3% +$13.2K 0.2% 107
2025
Q4 		$541K Sell
955
-37
-4% -$19.7K 0.23% 76
2025
Q3 		$444K Sell
992
-92
-8% -$44.1K 0.24% 90
2025
Q2 		$589K Buy
1,084
+27
+3% +$14.1K 0.34% 60
2025
Q1 		$509K Sell
1,057
-6
-0.6% -$3.32K 0.37% 56
2024
Q4 		$555K Hold
1,063
– – 0.33% 61
2024
Q3 		$522K Buy
1,063
+21
+2% +$9.8K 0.33% 65
2024
Q2 		$464K Buy
1,042
+188
+22% +$74.9K 0.28% 71
2024
Q1 		$341K Sell
854
-21
-2% -$7.94K 0.19% 115
2023
Q4 		$295K Sell
875
-5
-0.6% -$1.49K 0.18% 134
2023
Q3 		$257K Buy
880
+9
+1% +$2.81K 0.17% 136
2023
Q2 		$298K Sell
871
-10
-1% -$3.03K 0.22% 112
2023
Q1 		$225K Hold
881
– – 0.17% 165
2022
Q4 		$234K Buy
+881
New +$215K 0.2% 159
2022
Q2 		– Sell
-1,025
Closed -$310K – 719
2022
Q1 		$310K Buy
1,025
+76
+8% +$22.2K 0.17% 116
2021
Q4 		$341K Buy
+949
New +$327K 0.17% 113

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Fortitude Advisory Group's ISRG Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q3 2026, selling an estimated $5.73K and leaving 958 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #137.

Fortitude Advisory Group first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $589K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Fortitude Advisory Group held 958 shares of Intuitive Surgical worth $390K as of Q3 2026.
  • Fortitude Advisory Group sold 15 Intuitive Surgical shares in Q3 2026, an estimated $5.73K.
  • Intuitive Surgical made up 0.15% of Fortitude Advisory Group's portfolio in Q3 2026, its #137 holding.
  • Fortitude Advisory Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's Intuitive Surgical position peaked at $589K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.