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JFS Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

JFS Wealth 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 		$113K Sell
284
-10
-3% -$4.37K 0.01% 412
2026
Q1 		$136K Buy
294
+115
+64% +$58.2K 0.01% 378
2025
Q4 		$101K Buy
179
+32
+22% +$17K 0.01% 409
2025
Q3 		$65.7K Hold
147
– – ﹤0.01% 463
2025
Q2 		$79.9K Sell
147
-5
-3% -$2.61K 0.01% 404
2025
Q1 		$75.3K Buy
152
+3
+2% +$1.66K 0.01% 405
2024
Q4 		$77.8K Hold
149
– – 0.01% 391
2024
Q3 		$73.2K Buy
149
+8
+6% +$3.72K ﹤0.01% 409
2024
Q2 		$62.7K Sell
141
-84
-37% -$33.5K ﹤0.01% 384
2024
Q1 		$89.8K Buy
225
+50
+29% +$18.9K 0.01% 334
2023
Q4 		$59K Buy
175
+64
+58% +$19.1K 0.01% 380
2023
Q3 		$32.4K Hold
111
– – ﹤0.01% 440
2023
Q2 		$38K Hold
111
– – ﹤0.01% 406
2023
Q1 		$28.4K Buy
111
+2
+2% +$493 ﹤0.01% 460
2022
Q4 		$28.9K Sell
109
-1
-0.9% -$244 ﹤0.01% 457
2022
Q3 		$21K Sell
110
-78
-41% -$16.8K ﹤0.01% 559
2022
Q2 		$38K Buy
188
+85
+83% +$19.9K ﹤0.01% 447
2022
Q1 		$31K Buy
103
+61
+145% +$17.8K ﹤0.01% 514
2021
Q4 		$15K Hold
42
– – ﹤0.01% 620
2021
Q3 		$14K Hold
42
– – ﹤0.01% 596
2021
Q2 		$13K Hold
42
– – ﹤0.01% 415
2021
Q1 		$10K Hold
42
– – ﹤0.01% 417
2020
Q4 		$11K Buy
+42
New +$10.4K ﹤0.01% 411
2018
Q2 		– Sell
-9
Closed -$1K – 511
2018
Q1 		$1K Hold
9
– – ﹤0.01% 500
2017
Q4 		$1K Buy
+9
New +$1.13K ﹤0.01% 506
2016
Q2 		– Sell
-9
Closed -$1K – 558
2016
Q1 		$1K Buy
+9
New +$558 ﹤0.01% 577

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

JFS Wealth Advisors's ISRG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, selling an estimated $4.37K and leaving 284 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #412.

JFS Wealth Advisors first reported a position in ISRG in Q1 2016 and has held it in 26 quarters since. The position peaked at $136K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • JFS Wealth Advisors held 284 shares of Intuitive Surgical worth $113K as of Q2 2026.
  • JFS Wealth Advisors sold 10 Intuitive Surgical shares in Q2 2026, an estimated $4.37K.
  • Intuitive Surgical made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #412 holding.
  • JFS Wealth Advisors first reported a position in Intuitive Surgical in Q1 2016 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Intuitive Surgical position peaked at $136K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.