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Gladstone Institutional Advisory’s Intuitive Surgical ISRG Stock Holding History

Gladstone Institutional Advisory’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 		$511K Sell
1,285
-669
-34% -$292K 0.02% 584
2026
Q1 		$901K Buy
1,954
+30
+2% +$15.2K 0.03% 390
2025
Q4 		$1.09M Sell
1,924
-1,252
-39% -$667K 0.04% 354
2025
Q3 		$1.42M Sell
3,176
-182
-5% -$87.3K 0.05% 302
2025
Q2 		$1.82M Sell
3,358
-108
-3% -$56.5K 0.08% 250
2025
Q1 		$1.72M Buy
3,466
+105
+3% +$58.1K 0.08% 247
2024
Q4 		$1.75M Sell
3,361
-386
-10% -$201K 0.08% 245
2024
Q3 		$1.84M Sell
3,747
-1,427
-28% -$664K 0.09% 237
2024
Q2 		$2.3M Buy
5,174
+421
+9% +$168K 0.12% 204
2024
Q1 		$1.9M Buy
4,753
+409
+9% +$155K 0.1% 210
2023
Q4 		$1.47M Buy
4,344
+1,569
+57% +$468K 0.08% 239
2023
Q3 		$811K Sell
2,775
-50
-2% -$15.6K 0.05% 300
2023
Q2 		$966K Buy
+2,825
New +$855K 0.06% 287
2022
Q2 		– Sell
-1,214
Closed -$366K – 693
2022
Q1 		$366K Buy
1,214
+538
+80% +$157K 0.02% 504
2021
Q4 		$243K Sell
676
-3,833
-85% -$1.32M 0.02% 520
2021
Q3 		$1.49M Buy
4,509
+3,099
+220% +$1.04M 0.15% 183
2021
Q2 		$432K Buy
+1,410
New +$396K 0.05% 320
2019
Q2 		– Sell
-1,122
Closed -$213K – 282
2019
Q1 		$213K Buy
+1,122
New +$199K 0.08% 197

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

Gladstone Institutional Advisory's ISRG Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Intuitive Surgical (ISRG) stake by 34% in Q2 2026, selling an estimated $292K and leaving 1,285 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #584.

Gladstone Institutional Advisory first reported a position in ISRG in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.3M in Q2 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Gladstone Institutional Advisory held 1,285 shares of Intuitive Surgical worth $511K as of Q2 2026.
  • Gladstone Institutional Advisory sold 669 Intuitive Surgical shares in Q2 2026, an estimated $292K.
  • Intuitive Surgical made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #584 holding.
  • Gladstone Institutional Advisory first reported a position in Intuitive Surgical in Q1 2019 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Intuitive Surgical position peaked at $2.3M in Q2 2024.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.