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Haven Capital Group’s Intuitive Surgical ISRG Stock Holding History

Haven Capital Group’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 		$1.82M Hold
4,564
– – 1.46% 20
2026
Q1 		$2.1M Hold
4,564
– – 1.95% 16
2025
Q4 		$2.58M Sell
4,564
-1,629
-26% -$867K 2.42% 13
2025
Q3 		$2.77M Sell
6,193
-338
-5% -$162K 2.47% 12
2025
Q2 		$3.55M Hold
6,531
– – 3.13% 12
2025
Q1 		$3.23M Buy
6,531
+360
+6% +$199K 3.56% 10
2024
Q4 		$3.22M Buy
+6,171
New +$3.21M 3.03% 13

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

Haven Capital Group's ISRG Position: Q2 2026 in Review

Haven Capital Group held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 4,564 shares worth $1.82M. The position accounts for 1.46% of the portfolio, ranked #20.

Haven Capital Group first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Haven Capital Group held 4,564 shares of Intuitive Surgical worth $1.82M as of Q2 2026.
  • Haven Capital Group left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 1.46% of Haven Capital Group's portfolio in Q2 2026, its #20 holding.
  • Haven Capital Group first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Haven Capital Group's Intuitive Surgical position peaked at $3.55M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.