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Independent Financial Group’s Intuitive Surgical ISRG Stock Holding History

Independent Financial Group’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 		$3.77M Sell
9,479
-3,096
-25% -$1.35M 0.07% 277
2026
Q1 		$5.8M Buy
12,575
+2,848
+29% +$1.44M 0.13% 157
2025
Q4 		$5.51M Sell
9,727
-1,013
-9% -$539K 0.12% 157
2025
Q3 		$4.8M Sell
10,740
-1,508
-12% -$724K 0.12% 157
2025
Q2 		$6.66M Buy
12,248
+152
+1% +$79.5K 0.18% 104
2025
Q1 		$5.99M Buy
12,096
+2,085
+21% +$1.15M 0.21% 93
2024
Q4 		$5.23M Sell
10,011
-95
-0.9% -$49.5K 0.17% 108
2024
Q3 		$4.96M Buy
10,106
+2,482
+33% +$1.16M 0.18% 104
2024
Q2 		$3.39M Buy
7,624
+361
+5% +$144K 0.14% 144
2024
Q1 		$2.9M Buy
7,263
+410
+6% +$155K 0.13% 153
2023
Q4 		$2.31M Sell
6,853
-90
-1% -$26.8K 0.12% 185
2023
Q3 		$2.03M Sell
6,943
-141
-2% -$44K 0.13% 178
2023
Q2 		$2.42M Buy
7,084
+178
+3% +$53.9K 0.17% 136
2023
Q1 		$1.76M Buy
6,906
+49
+0.7% +$12.1K 0.14% 162
2022
Q4 		$1.82M Buy
6,857
+181
+3% +$44.1K 0.16% 129
2022
Q3 		$1.25M Buy
6,676
+713
+12% +$153K 0.11% 182
2022
Q2 		$1.2M Sell
5,963
-255
-4% -$59.8K 0.13% 185
2022
Q1 		$1.88M Sell
6,218
-95
-2% -$27.8K 0.15% 136
2021
Q4 		$2.27M Buy
6,313
+664
+12% +$228K 0.19% 116
2021
Q3 		$1.87M Buy
5,649
+1,083
+24% +$364K 0.19% 112
2021
Q2 		$1.4M Hold
4,566
– – 0.15% 154
2021
Q1 		$1.12M Sell
4,566
-78
-2% -$19.6K 0.15% 175
2020
Q4 		$1.27M Buy
4,644
+192
+4% +$47.7K 0.19% 137
2020
Q3 		$1.05M Buy
4,452
+153
+4% +$34.4K 0.2% 125
2020
Q2 		$817K Sell
4,299
-12
-0.3% -$2.15K 0.18% 143
2020
Q1 		$712K Buy
+4,311
New +$790K 0.21% 124

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 Financial Group's ISRG Position: Q2 2026 in Review

Independent Financial Group reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $1.35M and leaving 9,479 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #277.

Independent Financial Group first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.66M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Independent Financial Group held 9,479 shares of Intuitive Surgical worth $3.77M as of Q2 2026.
  • Independent Financial Group sold 3,096 Intuitive Surgical shares in Q2 2026, an estimated $1.35M.
  • Intuitive Surgical made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #277 holding.
  • Independent Financial Group first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Intuitive Surgical position peaked at $6.66M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.