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Joel Isaacson & Co’s Intuitive Surgical ISRG Stock Holding History

Joel Isaacson & Co’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 		$1.05M Buy
2,652
+17
+0.6% +$7.43K 0.03% 193
2026
Q1 		$1.21M Sell
2,635
-1
-0% -$506 0.04% 175
2025
Q4 		$1.49M Buy
2,636
+4
+0.2% +$2.13K 0.05% 156
2025
Q3 		$1.18M Hold
2,632
– – 0.04% 165
2025
Q2 		$1.43M Buy
2,632
+38
+1% +$19.9K 0.06% 135
2025
Q1 		$1.28M Hold
2,594
– – 0.06% 139
2024
Q4 		$1.35M Hold
2,594
– – 0.06% 125
2024
Q3 		$1.27M Hold
2,594
– – 0.06% 123
2024
Q2 		$1.15M Buy
2,594
+81
+3% +$32.3K 0.06% 120
2024
Q1 		$1M Hold
2,513
– – 0.06% 134
2023
Q4 		$848K Buy
2,513
+5
+0.2% +$1.49K 0.05% 142
2023
Q3 		$733K Hold
2,508
– – 0.05% 144
2023
Q2 		$858K Sell
2,508
-13
-0.5% -$3.93K 0.06% 134
2023
Q1 		$644K Hold
2,521
– – 0.05% 156
2022
Q4 		$669K Buy
2,521
+13
+0.5% +$3.17K 0.05% 143
2022
Q3 		$470K Buy
2,508
+750
+43% +$161K 0.04% 171
2022
Q2 		$353K Sell
1,758
-492
-22% -$115K 0.03% 204
2022
Q1 		$622K Sell
2,250
-84
-4% -$24.5K 0.05% 159
2021
Q4 		$839K Buy
2,334
+9
+0.4% +$3.1K 0.06% 135
2021
Q3 		$770K Hold
2,325
– – 0.06% 140
2021
Q2 		$713K Buy
2,325
+60
+3% +$16.8K 0.06% 138
2021
Q1 		$558K Buy
2,265
+90
+4% +$22.6K 0.05% 149
2020
Q4 		$593K Hold
2,175
– – 0.06% 131
2020
Q3 		$514K Hold
2,175
– – 0.07% 123
2020
Q2 		$413K Hold
2,175
– – 0.06% 133
2020
Q1 		$359K Sell
2,175
-75
-3% -$13.7K 0.06% 124
2019
Q4 		$443K Sell
2,250
-150
-6% -$28.1K 0.06% 137
2019
Q3 		$432K Sell
2,400
-30
-1% -$5.19K 0.06% 135
2019
Q2 		$425K Buy
2,430
+24
+1% +$4.11K 0.06% 139
2019
Q1 		$458K Sell
2,406
-150
-6% -$26.7K 0.07% 144
2018
Q4 		$431K Buy
2,556
+6
+0.2% +$1.02K 0.07% 147
2018
Q3 		$488K Sell
2,550
-150
-6% -$26.6K 0.08% 124
2018
Q2 		$431K Hold
2,700
– – 0.07% 132
2018
Q1 		$372K Hold
2,700
– – 0.06% 140
2017
Q4 		$328K Hold
2,700
– – 0.06% 145
2017
Q3 		$314K Hold
2,700
– – 0.06% 146
2017
Q2 		$281K Hold
2,700
– – 0.05% 149
2017
Q1 		$230K Hold
2,700
– – 0.05% 156
2016
Q4 		$190K Hold
2,700
– – 0.04% 156
2016
Q3 		$217K Hold
2,700
– – 0.04% 159
2016
Q2 		$198K Hold
2,700
– – 0.04% 166
2016
Q1 		$180K Hold
2,700
– – 0.04% 175
2015
Q4 		$164K Hold
2,700
– – 0.04% 172
2015
Q3 		$138K Sell
2,700
-162
-6% -$9.18K 0.04% 192
2015
Q2 		$154K Buy
2,862
+162
+6% +$9.06K 0.04% 203
2015
Q1 		$152K Hold
2,700
– – 0.04% 202
2014
Q4 		$159K Hold
2,700
– – 0.04% 179
2014
Q3 		$139K Hold
2,700
– – 0.04% 171
2014
Q2 		$124K Hold
2,700
– – 0.04% 181
2014
Q1 		$131K Hold
2,700
– – 0.04% 170
2013
Q4 		$115K Hold
2,700
– – 0.04% 171
2013
Q3 		$113K Hold
2,700
– – 0.05% 163
2013
Q2 		$152K Buy
+2,700
New +$149K 0.07% 113

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

Joel Isaacson & Co's ISRG Position: Q2 2026 in Review

Joel Isaacson & Co increased its Intuitive Surgical (ISRG) stake by 0.65% in Q2 2026, buying an estimated $7.43K and bringing the position to 2,652 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #193.

Joel Isaacson & Co first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Joel Isaacson & Co held 2,652 shares of Intuitive Surgical worth $1.05M as of Q2 2026.
  • Joel Isaacson & Co bought 17 Intuitive Surgical shares in Q2 2026, an estimated $7.43K.
  • Intuitive Surgical made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #193 holding.
  • Joel Isaacson & Co first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
  • Joel Isaacson & Co's Intuitive Surgical position peaked at $1.49M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.