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Foundations Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Foundations Investment 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 		$851K Buy
2,140
+962
+82% +$420K 0.01% 620
2026
Q1 		$543K Buy
1,178
+157
+15% +$79.4K 0.01% 689
2025
Q4 		$578K Sell
1,021
-1,694
-62% -$902K 0.01% 664
2025
Q3 		$1.21M Sell
2,715
-37,895
-93% -$18.2M 0.02% 428
2025
Q2 		$22.1M Buy
40,610
+4,507
+12% +$2.36M 0.35% 72
2025
Q1 		$17.9M Buy
36,103
+34,943
+3,012% +$19.3M 0.33% 76
2024
Q4 		$605K Buy
1,160
+570
+97% +$297K 0.01% 508
2024
Q3 		$290K Buy
590
+46
+8% +$21.4K 0.01% 642
2024
Q2 		$242K Sell
544
-22
-4% -$8.76K 0.01% 666
2024
Q1 		$226K Buy
+566
New +$214K 0.01% 649

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's ISRG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Intuitive Surgical (ISRG) stake by 82% in Q2 2026, buying an estimated $420K and bringing the position to 2,140 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #620.

Foundations Investment Advisors first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.1M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Foundations Investment Advisors held 2,140 shares of Intuitive Surgical worth $851K as of Q2 2026.
  • Foundations Investment Advisors bought 962 Intuitive Surgical shares in Q2 2026, an estimated $420K.
  • Intuitive Surgical made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #620 holding.
  • Foundations Investment Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Intuitive Surgical position peaked at $22.1M in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.