JNBA Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

JNBA Financial 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	$33.8K	Hold	85	–	–	﹤0.01%	372
2026 Q1	$39.2K	Buy	+85	New	+$43K	﹤0.01%	340
2022 Q3	–	Sell	-24	Closed	-$5K	–	717
2022 Q2	$5K	Buy	+24	New	+$5.63K	﹤0.01%	566
2022 Q1	–	Sell	-9	Closed	-$3K	–	764
2021 Q4	$3K	Sell	9 -63	-88%	-$21.7K	﹤0.01%	689
2021 Q3	$24K	Buy	+72	New	+$24.2K	﹤0.01%	389
2018 Q4	–	Sell	-600	Closed	-$115K	–	627
2018 Q3	$115K	Buy	+600	New	+$107K	0.05%	168
2016 Q4	–	Sell	-225	Closed	-$18K	–	895
2016 Q3	$18K	Buy	+225	New	+$17.2K	﹤0.01%	852

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

JNBA Financial Advisors's ISRG Position: Q2 2026 in Review

JNBA Financial Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 85 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

JNBA Financial Advisors first reported a position in ISRG in Q3 2016 and has held it in 7 quarters since. The position peaked at $115K in Q3 2018. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

JNBA Financial Advisors held 85 shares of Intuitive Surgical worth $33.8K as of Q2 2026.
JNBA Financial Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #372 holding.
JNBA Financial Advisors first reported a position in Intuitive Surgical in Q3 2016 and has held it in 7 quarters since.
JNBA Financial Advisors's Intuitive Surgical position peaked at $115K in Q3 2018.
2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.