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IFC Advisors’s Intuitive Surgical ISRG Stock Holding History

IFC 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 		$241K Sell
606
-59
-9% -$25.8K 0.03% 163
2026
Q1 		$307K Sell
665
-351
-35% -$178K 0.04% 122
2025
Q4 		$575K Buy
1,016
+332
+49% +$177K 0.08% 100
2025
Q3 		$306K Sell
684
-38
-5% -$18.2K 0.06% 140
2025
Q2 		$392K Buy
722
+23
+3% +$12K 0.07% 125
2025
Q1 		$346K Buy
+699
New +$387K 0.07% 120

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

IFC Advisors's ISRG Position: Q2 2026 in Review

IFC Advisors reduced its Intuitive Surgical (ISRG) stake by 8.9% in Q2 2026, selling an estimated $25.8K and leaving 606 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #163.

IFC Advisors first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $575K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • IFC Advisors held 606 shares of Intuitive Surgical worth $241K as of Q2 2026.
  • IFC Advisors sold 59 Intuitive Surgical shares in Q2 2026, an estimated $25.8K.
  • Intuitive Surgical made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #163 holding.
  • IFC Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • IFC Advisors's Intuitive Surgical position peaked at $575K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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