IFO
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Independent Family Office’s Intuitive Surgical ISRG Stock Holding History

Independent Family Office’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 		$325K Hold
816
– – 0.13% 70
2026
Q1 		$376K Buy
+816
New +$413K 0.15% 68
2021
Q2 		– Sell
-3,348
Closed -$825K – 63
2021
Q1 		$825K Hold
3,348
– – 0.32% 27
2020
Q4 		$913K Hold
3,348
– – 0.38% 25
2020
Q3 		$792K Hold
3,348
– – 0.38% 25
2020
Q2 		$636K Hold
3,348
– – 0.33% 28
2020
Q1 		$553K Buy
+3,348
New +$613K 0.34% 28

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

Independent Family Office's ISRG Position: Q2 2026 in Review

Independent Family Office held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 816 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #70.

Independent Family Office first reported a position in ISRG in Q1 2020 and has held it in 7 quarters since. The position peaked at $913K in Q4 2020. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Independent Family Office held 816 shares of Intuitive Surgical worth $325K as of Q2 2026.
  • Independent Family Office left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.13% of Independent Family Office's portfolio in Q2 2026, its #70 holding.
  • Independent Family Office first reported a position in Intuitive Surgical in Q1 2020 and has held it in 7 quarters since.
  • Independent Family Office's Intuitive Surgical position peaked at $913K in Q4 2020.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.