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J. Safra Asset Management’s Intuitive Surgical ISRG Stock Holding History

J. Safra Asset Management’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 		$58.5K Sell
147
-441
-75% -$193K ﹤0.01% 265
2026
Q1 		$271K Buy
588
+24
+4% +$12.1K 0.01% 201
2025
Q4 		$319K Buy
564
+3
+0.5% +$1.6K 0.02% 188
2025
Q3 		$251K Buy
561
+108
+24% +$51.8K 0.02% 161
2025
Q2 		$246K Sell
453
-1
-0.2% -$523 0.02% 148
2025
Q1 		$225K Sell
454
-49
-10% -$27.1K 0.02% 132
2024
Q4 		$265K Buy
503
+303
+152% +$158K 0.02% 102
2024
Q3 		$95.8K Buy
200
+2
+1% +$931 0.01% 117
2024
Q2 		$88.1K Buy
+198
New +$78.9K 0.01% 102
2022
Q3 		– Hold
0
– – – 81
2022
Q1 		– Hold
0
– – – 129

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

J. Safra Asset Management's ISRG Position: Q2 2026 in Review

J. Safra Asset Management reduced its Intuitive Surgical (ISRG) stake by 75% in Q2 2026, selling an estimated $193K and leaving 147 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

J. Safra Asset Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $319K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • J. Safra Asset Management held 147 shares of Intuitive Surgical worth $58.5K as of Q2 2026.
  • J. Safra Asset Management sold 441 Intuitive Surgical shares in Q2 2026, an estimated $193K.
  • Intuitive Surgical made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #265 holding.
  • J. Safra Asset Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Asset Management's Intuitive Surgical position peaked at $319K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.