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Founders Financial Alliance’s Intuitive Surgical ISRG Stock Holding History

Founders Financial Alliance’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 		$214K Buy
539
+18
+3% +$7.86K 0.03% 417
2026
Q1 		$240K Sell
521
-317
-38% -$160K 0.04% 350
2025
Q4 		$475K Sell
838
-6
-0.7% -$3.19K 0.09% 203
2025
Q3 		$377K Buy
844
+50
+6% +$24K 0.07% 248
2025
Q2 		$431K Buy
794
+7
+0.9% +$3.66K 0.1% 200
2025
Q1 		$390K Buy
+787
New +$435K 0.09% 213
2020
Q4 		– Sell
-78
Closed -$18K – 842
2020
Q3 		$18K Buy
+78
New +$17.5K 0.01% 607

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

Founders Financial Alliance's ISRG Position: Q2 2026 in Review

Founders Financial Alliance increased its Intuitive Surgical (ISRG) stake by 3.5% in Q2 2026, buying an estimated $7.86K and bringing the position to 539 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #417.

Founders Financial Alliance first reported a position in ISRG in Q3 2020 and has held it in 7 quarters since. The position peaked at $475K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Founders Financial Alliance held 539 shares of Intuitive Surgical worth $214K as of Q2 2026.
  • Founders Financial Alliance bought 18 Intuitive Surgical shares in Q2 2026, an estimated $7.86K.
  • Intuitive Surgical made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #417 holding.
  • Founders Financial Alliance first reported a position in Intuitive Surgical in Q3 2020 and has held it in 7 quarters since.
  • Founders Financial Alliance's Intuitive Surgical position peaked at $475K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.