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IPG Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

IPG Investment 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 		$218K Buy
+549
New +$240K 0.03% 237
2026
Q1 		– Sell
-2,736
Closed -$1.55M – 259
2025
Q4 		$1.55M Buy
+2,736
New +$1.46M 0.27% 83
2025
Q3 		– Sell
-2,669
Closed -$1.45M – 224
2025
Q2 		$1.45M Sell
2,669
-211
-7% -$110K 0.28% 64
2025
Q1 		$1.43M Buy
2,880
+109
+4% +$60.3K 0.32% 54
2024
Q4 		$1.45M Buy
2,771
+376
+16% +$196K 0.33% 57
2024
Q3 		$1.18M Buy
+2,395
New +$1.12M 0.26% 68
2024
Q1 		– Sell
-4,065
Closed -$1.37M – 190
2023
Q4 		$1.37M Buy
4,065
+2,092
+106% +$624K 0.27% 57
2023
Q3 		$577K Sell
1,973
-512
-21% -$160K 0.13% 101
2023
Q2 		$850K Buy
+2,485
New +$752K 0.19% 74
2019
Q2 		– Sell
-1,665
Closed -$317K – 158
2019
Q1 		$317K Sell
1,665
-540
-24% -$96K 0.11% 107
2018
Q4 		$352K Sell
2,205
-360
-14% -$61K 0.13% 89
2018
Q3 		$491K Buy
2,565
+60
+2% +$10.7K 0.16% 86
2018
Q2 		$400K Buy
+2,505
New +$382K 0.14% 95

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 $3.38T AUM 44.17% 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

IPG Investment Advisors's ISRG Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 549 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in ISRG as recently as Q4 2025.

IPG Investment Advisors first reported a position in ISRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • IPG Investment Advisors held 549 shares of Intuitive Surgical worth $218K as of Q2 2026.
  • Intuitive Surgical was a new IPG Investment Advisors position in Q2 2026.
  • Intuitive Surgical made up 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • IPG Investment Advisors first reported a position in Intuitive Surgical in Q2 2018 and has held it in 13 quarters since.
  • IPG Investment Advisors's Intuitive Surgical position peaked at $1.55M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.