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Heritage Family Offices’s Intuitive Surgical ISRG Stock Holding History

Heritage Family Offices’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 		$352K Buy
+886
New +$387K 0.14% 126

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

Heritage Family Offices's ISRG Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 886 shares worth $352K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings.

2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Heritage Family Offices held 886 shares of Intuitive Surgical worth $352K as of Q2 2026.
  • Intuitive Surgical was a new Heritage Family Offices position in Q2 2026.
  • Intuitive Surgical made up 0.14% of Heritage Family Offices's portfolio in Q2 2026, its #126 holding.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.