GI
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GLOBALT Investments’s Intuitive Surgical ISRG Stock Holding History

GLOBALT Investments’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 		$1.98M Sell
4,971
-2,528
-34% -$1.1M 0.07% 120
2026
Q1 		$3.46M Buy
7,499
+10
+0.1% +$5.06K 0.12% 89
2025
Q4 		$4.24M Sell
7,489
-278
-4% -$148K 0.15% 84
2025
Q3 		$3.47M Sell
7,767
-328
-4% -$157K 0.13% 101
2025
Q2 		$4.4M Sell
8,095
-337
-4% -$176K 0.17% 85
2025
Q1 		$4.18M Buy
8,432
+1,539
+22% +$851K 0.17% 84
2024
Q4 		$3.6M Buy
6,893
+84
+1% +$43.8K 0.14% 92
2024
Q3 		$3.35M Buy
6,809
+5,909
+657% +$2.75M 0.13% 91
2024
Q2 		$400K Hold
900
– – 0.02% 186
2024
Q1 		$359K Hold
900
– – 0.01% 187
2023
Q4 		$304K Buy
+900
New +$268K 0.01% 194

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

GLOBALT Investments's ISRG Position: Q2 2026 in Review

GLOBALT Investments reduced its Intuitive Surgical (ISRG) stake by 34% in Q2 2026, selling an estimated $1.1M and leaving 4,971 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #120.

GLOBALT Investments first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.4M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • GLOBALT Investments held 4,971 shares of Intuitive Surgical worth $1.98M as of Q2 2026.
  • GLOBALT Investments sold 2,528 Intuitive Surgical shares in Q2 2026, an estimated $1.1M.
  • Intuitive Surgical made up 0.07% of GLOBALT Investments's portfolio in Q2 2026, its #120 holding.
  • GLOBALT Investments first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Intuitive Surgical position peaked at $4.4M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.