Investmark Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Investmark Advisory 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	$510K	Buy	1,282 +70	+6%	+$30.6K	0.19%	81
2026 Q1	$559K	Sell	1,212 -29	-2%	-$14.7K	0.24%	74
2025 Q4	$703K	Hold	1,241	–	–	0.3%	62
2025 Q3	$555K	Hold	1,241	–	–	0.24%	70
2025 Q2	$674K	Hold	1,241	–	–	0.32%	60
2025 Q1	$615K	Sell	1,241 -6	-0.5%	-$3.32K	0.3%	58
2024 Q4	$651K	Hold	1,247	–	–	0.32%	55
2024 Q3	$613K	Buy	1,247 +15	+1%	+$6.98K	0.3%	61
2024 Q2	$548K	Hold	1,232	–	–	0.29%	63
2024 Q1	$492K	Hold	1,232	–	–	0.27%	69
2023 Q4	$416K	Buy	1,232 +19	+2%	+$5.66K	0.24%	75
2023 Q3	$355K	Sell	1,213 -2	-0.2%	-$625	0.24%	74
2023 Q2	$415K	Sell	1,215 -321	-21%	-$97.1K	0.28%	66
2023 Q1	$392K	Hold	1,536	–	–	0.29%	62
2022 Q4	$408K	Buy	1,536 +52	+4%	+$12.7K	0.3%	65
2022 Q3	$278K	Buy	1,484 +242	+19%	+$52K	0.25%	69
2022 Q2	$249K	Hold	1,242	–	–	0.25%	67
2022 Q1	$374K	Sell	1,242 -25	-2%	-$7.3K	0.39%	49
2021 Q4	$455K	Buy	+1,267	New	+$436K	0.43%	40

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investmark Advisory Group's ISRG Position: Q2 2026 in Review

Investmark Advisory Group increased its Intuitive Surgical (ISRG) stake by 5.8% in Q2 2026, buying an estimated $30.6K and bringing the position to 1,282 shares worth $510K. The position accounts for 0.19% of the portfolio, ranked #81.

Investmark Advisory Group first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $703K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Investmark Advisory Group held 1,282 shares of Intuitive Surgical worth $510K as of Q2 2026.
Investmark Advisory Group bought 70 Intuitive Surgical shares in Q2 2026, an estimated $30.6K.
Intuitive Surgical made up 0.19% of Investmark Advisory Group's portfolio in Q2 2026, its #81 holding.
Investmark Advisory Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's Intuitive Surgical position peaked at $703K in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.