Jackson Grant Investment Advisers’s Intuitive Surgical ISRG Stock Holding History

Jackson Grant Investment Advisers’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	$4.77K	Hold	12	–	–	﹤0.01%	364
2026 Q1	$5.53K	Hold	12	–	–	﹤0.01%	343
2025 Q4	$6.8K	Hold	12	–	–	﹤0.01%	327
2025 Q3	$5.37K	Hold	12	–	–	﹤0.01%	346
2025 Q2	$6.52K	Hold	12	–	–	﹤0.01%	290
2025 Q1	$5.94K	Hold	12	–	–	﹤0.01%	293
2024 Q4	$6.26K	Hold	12	–	–	﹤0.01%	296
2024 Q3	$5.89K	Hold	12	–	–	﹤0.01%	302
2024 Q2	$5.34K	Hold	12	–	–	﹤0.01%	306
2024 Q1	$4.79K	Hold	12	–	–	﹤0.01%	307
2023 Q4	$4.05K	Hold	12	–	–	﹤0.01%	308
2023 Q3	$3.51K	Hold	12	–	–	﹤0.01%	310
2023 Q2	$4.1K	Hold	12	–	–	﹤0.01%	306
2023 Q1	$3.07K	Hold	12	–	–	﹤0.01%	361
2022 Q4	$3.18K	Hold	12	–	–	﹤0.01%	311
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	339
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	347
2022 Q1	$4K	Hold	12	–	–	﹤0.01%	345
2021 Q4	$4K	Hold	12	–	–	﹤0.01%	278
2021 Q3	$4K	Hold	12	–	–	﹤0.01%	345
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	360
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	357
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	328
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	215
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	214
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	210
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	216
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	218
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	221
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	220
2018 Q4	$2K	Buy	+12	New	+$2.03K	﹤0.01%	231

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

Jackson Grant Investment Advisers's ISRG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 12 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Jackson Grant Investment Advisers first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.8K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Jackson Grant Investment Advisers held 12 shares of Intuitive Surgical worth $4.77K as of Q2 2026.
Jackson Grant Investment Advisers left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #364 holding.
Jackson Grant Investment Advisers first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
Jackson Grant Investment Advisers's Intuitive Surgical position peaked at $6.8K in Q4 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.