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FSM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

FSM Wealth 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 		$325K Sell
816
-101
-11% -$44.1K 0.03% 247
2026
Q1 		$423K Buy
917
+7
+0.8% +$3.54K 0.05% 186
2025
Q4 		$515K Sell
910
-20
-2% -$10.6K 0.07% 164
2025
Q3 		$416K Buy
930
+27
+3% +$13K 0.06% 195
2025
Q2 		$483K Buy
903
+357
+65% +$187K 0.08% 159
2025
Q1 		$270K Buy
546
+20
+4% +$11.1K 0.06% 165
2024
Q4 		$307K Buy
526
+19
+4% +$9.9K 0.08% 134
2024
Q3 		$249K Buy
+507
New +$236K 0.07% 150

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

FSM Wealth Advisors's ISRG Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $44.1K and leaving 816 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #247.

FSM Wealth Advisors first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $515K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • FSM Wealth Advisors held 816 shares of Intuitive Surgical worth $325K as of Q2 2026.
  • FSM Wealth Advisors sold 101 Intuitive Surgical shares in Q2 2026, an estimated $44.1K.
  • Intuitive Surgical made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • FSM Wealth Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • FSM Wealth Advisors's Intuitive Surgical position peaked at $515K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.