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Guardian Wealth Advisors (North Carolina)’s Intuitive Surgical ISRG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.78M Buy
6,982
+4,470
+178% +$1.95M 0.16% 93
2026
Q1 		$1.16M Sell
2,512
-29
-1% -$14.7K 0.07% 137
2025
Q4 		$1.44M Buy
2,541
+40
+2% +$21.3K 0.09% 124
2025
Q3 		$1.12M Buy
2,501
+12
+0.5% +$5.76K 0.07% 137
2025
Q2 		$1.35M Buy
2,489
+61
+3% +$31.9K 0.1% 113
2025
Q1 		$1.2M Sell
2,428
-15
-0.6% -$8.29K 0.1% 115
2024
Q4 		$1.28M Buy
2,443
+11
+0.5% +$5.73K 0.1% 112
2024
Q3 		$1.19M Sell
2,432
-7
-0.3% -$3.26K 0.13% 90
2024
Q2 		$1.08M Buy
2,439
+409
+20% +$163K 0.13% 93
2024
Q1 		$810K Sell
2,030
-6
-0.3% -$2.27K 0.1% 115
2023
Q4 		$687K Buy
2,036
+81
+4% +$24.1K 0.1% 109
2023
Q3 		$571K Buy
1,955
+29
+2% +$9.06K 0.1% 113
2023
Q2 		$659K Buy
1,926
+142
+8% +$43K 0.11% 101
2023
Q1 		$456K Sell
1,784
-252
-12% -$62.1K 0.08% 129
2022
Q4 		$540K Buy
2,036
+223
+12% +$54.4K 0.1% 104
2022
Q3 		$340K Sell
1,813
-31
-2% -$6.66K 0.06% 134
2022
Q2 		$370K Buy
1,844
+985
+115% +$231K 0.07% 128
2022
Q1 		$259K Sell
859
-526
-38% -$154K 0.11% 139
2021
Q4 		$498K Buy
+1,385
New +$477K 0.21% 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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s ISRG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Intuitive Surgical (ISRG) stake by 178% in Q2 2026, buying an estimated $1.95M and bringing the position to 6,982 shares worth $2.78M. The position accounts for 0.16% of the portfolio, ranked #93.

Guardian Wealth Advisors (North Carolina) first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,982 shares of Intuitive Surgical worth $2.78M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 4,470 Intuitive Surgical shares in Q2 2026, an estimated $1.95M.
  • Intuitive Surgical made up 0.16% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #93 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.