HIA
ISRG icon

HFM Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

HFM Investment Advisors’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 		$796 Sell
2
-35
-95% -$15.3K ﹤0.01% 817
2026
Q1 		$17.1K Sell
37
-2
-5% -$1.01K 0.01% 97
2025
Q4 		$22.1K Buy
39
+38
+3,800% +$20.2K 0.01% 90
2025
Q3 		$447 Sell
1
-1
-50% -$480 ﹤0.01% 714
2025
Q2 		$1.09K Buy
2
+1
+100% +$523 ﹤0.01% 325
2025
Q1 		$496 Buy
+1
New +$553 ﹤0.01% 290

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

HFM Investment Advisors's ISRG Position: Q2 2026 in Review

HFM Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 95% in Q2 2026, selling an estimated $15.3K and leaving 2 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #817.

HFM Investment Advisors first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.1K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • HFM Investment Advisors held 2 shares of Intuitive Surgical worth $796 as of Q2 2026.
  • HFM Investment Advisors sold 35 Intuitive Surgical shares in Q2 2026, an estimated $15.3K.
  • Intuitive Surgical made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #817 holding.
  • HFM Investment Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Intuitive Surgical position peaked at $22.1K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.