Jones Financial Companies
ISRG icon

Jones Financial Companies’s Intuitive Surgical ISRG Stock Holding History

Jones Financial Companies’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 		$108M Sell
265,736
-63,683
-19% -$27.8M 0.04% 233
2026
Q1 		$149M Buy
329,419
+280,181
+569% +$142M 0.07% 141
2025
Q4 		$27.9M Buy
49,238
+712
+1% +$379K 0.02% 271
2025
Q3 		$21.4M Buy
48,526
+1,414
+3% +$679K 0.01% 284
2025
Q2 		$25.1M Buy
47,112
+7,153
+18% +$3.74M 0.02% 221
2025
Q1 		$19.7M Buy
39,959
+6,611
+20% +$3.66M 0.02% 213
2024
Q4 		$17.4M Buy
33,348
+3,308
+11% +$1.72M 0.02% 191
2024
Q3 		$14.4M Buy
30,040
+3,403
+13% +$1.58M 0.01% 170
2024
Q2 		$11.8M Buy
26,637
+24,155
+973% +$9.62M 0.01% 137
2024
Q1 		$991K Buy
2,482
+2,050
+475% +$775K ﹤0.01% 265
2023
Q4 		$146K Buy
432
+396
+1,100% +$118K ﹤0.01% 365
2023
Q3 		$10.5K Buy
+36
New +$11.2K ﹤0.01% 475
2023
Q1 		– Sell
-21
Closed -$6K – 669
2022
Q4 		$6K Buy
21
+17
+425% +$4.14K ﹤0.01% 525
2022
Q3 		$1K Sell
4
-95
-96% -$20.4K ﹤0.01% 523
2022
Q2 		$20K Buy
99
+87
+725% +$20.4K ﹤0.01% 407
2022
Q1 		$4K Sell
12
-4
-25% -$1.17K ﹤0.01% 604
2021
Q4 		$6K Sell
16
-8
-33% -$2.75K ﹤0.01% 621
2021
Q3 		$8K Hold
24
– – ﹤0.01% 522
2021
Q2 		$7K Buy
+24
New +$6.73K ﹤0.01% 521
2021
Q1 		– Sell
-6
Closed -$2K – 818
2020
Q4 		$2K Buy
+6
New +$1.49K ﹤0.01% 608
2013
Q3 		– Sell
-99
Closed -$6K – 779
2013
Q2 		$6K Buy
+99
New +$5.45K ﹤0.01% 667

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

Jones Financial Companies's ISRG Position: Q2 2026 in Review

Jones Financial Companies reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $27.8M and leaving 265,736 shares worth $108M. The position accounts for 0.04% of the portfolio, ranked #233.

Jones Financial Companies first reported a position in ISRG in Q2 2013 and has held it in 21 quarters since. The position peaked at $149M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Jones Financial Companies held 265,736 shares of Intuitive Surgical worth $108M as of Q2 2026.
  • Jones Financial Companies sold 63,683 Intuitive Surgical shares in Q2 2026, an estimated $27.8M.
  • Intuitive Surgical made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #233 holding.
  • Jones Financial Companies first reported a position in Intuitive Surgical in Q2 2013 and has held it in 21 quarters since.
  • Jones Financial Companies's Intuitive Surgical position peaked at $149M in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.