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IBEX Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

IBEX Wealth 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 		$277K Hold
697
– – 0.02% 190
2026
Q1 		$321K Buy
+697
New +$353K 0.03% 181
2025
Q4 		– Sell
-701
Closed -$314K – 157
2025
Q3 		$314K Sell
701
-705
-50% -$338K 0.03% 177
2025
Q2 		$764K Buy
+1,406
New +$735K 0.08% 128
2024
Q3 		– Sell
-53
Closed -$23.6K – 173
2024
Q2 		$23.6K Buy
+53
New +$21.1K ﹤0.01% 184
2017
Q1 		– Sell
-126
Closed -$9K – 218
2016
Q4 		$9K Buy
+126
New +$9.26K ﹤0.01% 302

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

IBEX Wealth Advisors's ISRG Position: Q2 2026 in Review

IBEX Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 697 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #190.

IBEX Wealth Advisors first reported a position in ISRG in Q4 2016 and has held it in 6 quarters since. The position peaked at $764K in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • IBEX Wealth Advisors held 697 shares of Intuitive Surgical worth $277K as of Q2 2026.
  • IBEX Wealth Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • IBEX Wealth Advisors first reported a position in Intuitive Surgical in Q4 2016 and has held it in 6 quarters since.
  • IBEX Wealth Advisors's Intuitive Surgical position peaked at $764K in Q2 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.