Forum Finance Group’s Intuitive Surgical ISRG Stock Holding History

Forum Finance 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 Q2	$1K	Hold	2	–	–	﹤0.01%	336
2026 Q1	$1K	Buy	+2	New	+$1.01K	﹤0.01%	317

Other funds holding ISRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Forum Finance Group's ISRG Position: Q2 2026 in Review

Forum Finance Group held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Forum Finance Group first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Forum Finance Group held 2 shares of Intuitive Surgical worth $1K as of Q2 2026.
Forum Finance Group left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #336 holding.
Forum Finance Group first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.