GoalVest Advisory’s Intuitive Surgical ISRG Stock Holding History

GoalVest 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	$44.9K	Sell	113 -70	-38%	-$30.6K	0.01%	220
2026 Q1	$84.4K	Hold	183	–	–	0.02%	184
2025 Q4	$104K	Buy	183 +59	+48%	+$31.4K	0.02%	184
2025 Q3	$55.5K	Sell	124 -3,040	-96%	-$1.46M	0.01%	212
2025 Q2	$1.72M	Buy	3,164 +201	+7%	+$105K	0.43%	39
2025 Q1	$1.47M	Buy	2,963 +2,840	+2,309%	+$1.57M	0.4%	51
2024 Q4	$64.2K	Hold	123	–	–	0.02%	172
2024 Q3	$60.4K	Hold	123	–	–	0.02%	175
2024 Q2	$54.7K	Sell	123 -11	-8%	-$4.38K	0.02%	170
2024 Q1	$53.5K	Buy	134 +11	+9%	+$4.16K	0.02%	192
2023 Q4	$41.5K	Hold	123	–	–	0.02%	151
2023 Q3	$36K	Hold	123	–	–	0.02%	167
2023 Q2	$42.1K	Hold	123	–	–	0.02%	151
2023 Q1	$31.4K	Hold	123	–	–	0.02%	140
2022 Q4	$32.6K	Hold	123	–	–	0.02%	127
2022 Q3	$23K	Sell	123 -7	-5%	-$1.5K	0.02%	147
2022 Q2	$27K	Sell	130 -1,647	-93%	-$386K	0.02%	201
2022 Q1	$536K	Buy	+1,777	New	+$519K	0.3%	84
2021 Q2	$719K	Sell	2,346 -687	-23%	-$193K	0.45%	62
2021 Q1	$747K	Buy	3,033 +381	+14%	+$95.9K	0.56%	61
2020 Q4	$723K	Buy	+2,652	New	+$658K	0.61%	52

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GoalVest Advisory's ISRG Position: Q2 2026 in Review

GoalVest Advisory reduced its Intuitive Surgical (ISRG) stake by 38% in Q2 2026, selling an estimated $30.6K and leaving 113 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #220.

GoalVest Advisory first reported a position in ISRG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.72M in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

GoalVest Advisory held 113 shares of Intuitive Surgical worth $44.9K as of Q2 2026.
GoalVest Advisory sold 70 Intuitive Surgical shares in Q2 2026, an estimated $30.6K.
Intuitive Surgical made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #220 holding.
GoalVest Advisory first reported a position in Intuitive Surgical in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Intuitive Surgical position peaked at $1.72M in Q2 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.