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Hantz Financial Services’s Intuitive Surgical ISRG Stock Holding History

Hantz Financial Services’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 		$11.2M Buy
28,135
+316
+1% +$138K 0.15% 89
2026
Q1 		$12.8M Sell
27,819
-3,953
-12% -$2M 0.2% 75
2025
Q4 		$18M Buy
31,772
+16,322
+106% +$8.69M 0.27% 58
2025
Q3 		$6.91M Sell
15,450
-142
-0.9% -$68.1K 0.1% 175
2025
Q2 		$8.47M Buy
15,592
+652
+4% +$341K 0.14% 145
2025
Q1 		$7.4M Buy
14,940
+262
+2% +$145K 0.13% 167
2024
Q4 		$7.66M Buy
14,678
+535
+4% +$279K 0.13% 163
2024
Q3 		$6.95M Buy
14,143
+663
+5% +$309K 0.12% 181
2024
Q2 		$6M Buy
13,480
+177
+1% +$70.5K 0.12% 189
2024
Q1 		$5.31M Buy
13,303
+298
+2% +$113K 0.1% 212
2023
Q4 		$4.39M Buy
13,005
+145
+1% +$43.2K 0.1% 228
2023
Q3 		$3.76M Buy
12,860
+439
+4% +$137K 0.1% 225
2023
Q2 		$4.25M Buy
12,421
+204
+2% +$61.7K 0.11% 214
2023
Q1 		$3.12M Buy
12,217
+456
+4% +$112K 0.09% 247
2022
Q4 		$3.12M Buy
11,761
+4,688
+66% +$1.14M 0.09% 232
2022
Q3 		$1.33M Sell
7,073
-50,996
-88% -$11M 0.05% 320
2022
Q2 		$11.7M Buy
58,069
+797
+1% +$187K 0.39% 72
2022
Q1 		$17.3M Buy
57,272
+4,460
+8% +$1.3M 0.51% 41
2021
Q4 		$19M Buy
52,812
+6,348
+14% +$2.18M 0.55% 44
2021
Q3 		$15.4M Buy
46,464
+3,834
+9% +$1.29M 0.5% 48
2021
Q2 		$13.1M Buy
42,630
+1,269
+3% +$356K 0.48% 48
2021
Q1 		$10.2M Buy
41,361
+1,902
+5% +$479K 0.42% 58
2020
Q4 		$10.8M Buy
39,459
+1,569
+4% +$390K 0.48% 50
2020
Q3 		$8.96M Buy
+37,890
New +$8.51M 0.46% 52

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

Hantz Financial Services's ISRG Position: Q2 2026 in Review

Hantz Financial Services increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $138K and bringing the position to 28,135 shares worth $11.2M. The position accounts for 0.15% of the portfolio, ranked #89.

Hantz Financial Services first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $19M in Q4 2021. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Hantz Financial Services held 28,135 shares of Intuitive Surgical worth $11.2M as of Q2 2026.
  • Hantz Financial Services bought 316 Intuitive Surgical shares in Q2 2026, an estimated $138K.
  • Intuitive Surgical made up 0.15% of Hantz Financial Services's portfolio in Q2 2026, its #89 holding.
  • Hantz Financial Services first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Hantz Financial Services's Intuitive Surgical position peaked at $19M in Q4 2021.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.