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Francis Financial’s Intuitive Surgical ISRG Stock Holding History

Francis Financial’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 		$280K Sell
704
-83
-11% -$36.3K 0.05% 106
2026
Q1 		$363K Sell
787
-12
-2% -$6.07K 0.07% 75
2025
Q4 		$453K Buy
799
+43
+6% +$22.9K 0.09% 68
2025
Q3 		$361K Buy
+756
New +$363K 0.06% 90

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

Francis Financial's ISRG Position: Q2 2026 in Review

Francis Financial reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $36.3K and leaving 704 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #106.

Francis Financial first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $453K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Francis Financial held 704 shares of Intuitive Surgical worth $280K as of Q2 2026.
  • Francis Financial sold 83 Intuitive Surgical shares in Q2 2026, an estimated $36.3K.
  • Intuitive Surgical made up 0.05% of Francis Financial's portfolio in Q2 2026, its #106 holding.
  • Francis Financial first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Francis Financial's Intuitive Surgical position peaked at $453K in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.