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INVST’s Intuitive Surgical ISRG Stock Holding History

INVST’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 		$777K Sell
1,953
-114
-6% -$49.8K 0.08% 202
2026
Q1 		$953K Sell
2,067
-297
-13% -$150K 0.11% 154
2025
Q4 		$1.34M Buy
2,364
+13
+0.6% +$6.92K 0.15% 118
2025
Q3 		$1.05M Buy
2,351
+5
+0.2% +$2.4K 0.12% 141
2025
Q2 		$1.27M Buy
2,346
+553
+31% +$289K 0.16% 111
2025
Q1 		$888K Buy
+1,793
New +$992K 0.12% 138

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

INVST's ISRG Position: Q2 2026 in Review

INVST reduced its Intuitive Surgical (ISRG) stake by 5.5% in Q2 2026, selling an estimated $49.8K and leaving 1,953 shares worth $777K. The position accounts for 0.08% of the portfolio, ranked #202.

INVST first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • INVST held 1,953 shares of Intuitive Surgical worth $777K as of Q2 2026.
  • INVST sold 114 Intuitive Surgical shares in Q2 2026, an estimated $49.8K.
  • Intuitive Surgical made up 0.08% of INVST's portfolio in Q2 2026, its #202 holding.
  • INVST first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • INVST's Intuitive Surgical position peaked at $1.34M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.