IWA
ISRG icon

Icon Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Icon 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 		$1.07M Buy
2,688
+227
+9% +$99.2K 0.06% 178
2026
Q1 		$1.12M Sell
2,461
-3,998
-62% -$2.02M 0.07% 158
2025
Q4 		$3.63M Buy
6,459
+3,403
+111% +$1.81M 0.24% 66
2025
Q3 		$1.37M Buy
3,056
+436
+17% +$209K 0.09% 152
2025
Q2 		$1.42M Buy
2,620
+823
+46% +$430K 0.1% 146
2025
Q1 		$890K Sell
1,797
-13
-0.7% -$7.19K 0.07% 158
2024
Q4 		$945K Buy
1,810
+5
+0.3% +$2.6K 0.08% 152
2024
Q3 		$887K Buy
1,805
+3
+0.2% +$1.4K 0.07% 151
2024
Q2 		$801K Buy
1,802
+1,312
+268% +$523K 0.07% 157
2024
Q1 		$196K Buy
490
+89
+22% +$33.6K 0.02% 340
2023
Q4 		$135K Buy
+401
New +$120K 0.01% 377

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

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

Icon Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 9.2% in Q2 2026, buying an estimated $99.2K and bringing the position to 2,688 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #178.

Icon Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.63M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Icon Wealth Advisors held 2,688 shares of Intuitive Surgical worth $1.07M as of Q2 2026.
  • Icon Wealth Advisors bought 227 Intuitive Surgical shares in Q2 2026, an estimated $99.2K.
  • Intuitive Surgical made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Icon Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Intuitive Surgical position peaked at $3.63M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.