IFA
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Index Fund Advisors’s Intuitive Surgical ISRG Stock Holding History

Index Fund 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 		– Sell
-449
Closed -$207K – 140
2026
Q1 		$207K Sell
449
-438
-49% -$222K 0.01% 125
2025
Q4 		$502K Hold
887
– – 0.02% 91
2025
Q3 		$397K Sell
887
-1
-0.1% -$480 0.02% 99
2025
Q2 		$483K Buy
888
+441
+99% +$231K 0.03% 89
2025
Q1 		$221K Hold
447
– – 0.01% 91
2024
Q4 		$233K Hold
447
– – 0.01% 97
2024
Q3 		$220K Buy
+447
New +$208K 0.01% 100
2022
Q1 		– Sell
-573
Closed -$206K – 99
2021
Q4 		$206K Buy
+573
New +$197K 0.01% 94

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

Index Fund Advisors's ISRG Position: Q2 2026 in Review

Index Fund Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 449 shares — an estimated $207K sold.

Index Fund Advisors first reported a position in ISRG in Q4 2021 and held it in 8 quarters. The position peaked at $502K in Q4 2025. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Index Fund Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Index Fund Advisors sold 449 Intuitive Surgical shares in Q2 2026, an estimated $207K.
  • Index Fund Advisors first reported a position in Intuitive Surgical in Q4 2021 and held it in 8 quarters.
  • Index Fund Advisors's Intuitive Surgical position peaked at $502K in Q4 2025.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.