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Journey Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Journey Advisory Group’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 		$731K Sell
1,839
-57
-3% -$24.9K 0.06% 177
2026
Q1 		$874K Buy
1,896
+523
+38% +$265K 0.07% 152
2025
Q4 		$778K Sell
1,373
-627
-31% -$334K 0.07% 165
2025
Q3 		$894K Buy
2,000
+28
+1% +$13.4K 0.07% 159
2025
Q2 		$1.07M Buy
1,972
+126
+7% +$65.9K 0.08% 159
2025
Q1 		$914K Buy
1,846
+962
+109% +$532K 0.07% 155
2024
Q4 		$393K Hold
884
– – 0.05% 171
2024
Q3 		$393K Hold
884
– – 0.05% 171
2024
Q2 		$393K Buy
884
+101
+13% +$40.2K 0.05% 171
2024
Q1 		$312K Sell
783
-237
-23% -$89.6K 0.04% 194
2023
Q4 		$344K Buy
1,020
+23
+2% +$6.86K 0.05% 169
2023
Q3 		$291K Sell
997
-1
-0.1% -$312 0.04% 178
2023
Q2 		$341K Buy
998
+120
+14% +$36.3K 0.05% 171
2023
Q1 		$224K Buy
878
+83
+10% +$20.4K 0.04% 220
2022
Q4 		$211K Buy
+795
New +$194K 0.05% 213

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Journey Advisory Group's ISRG Position: Q2 2026 in Review

Journey Advisory Group reduced its Intuitive Surgical (ISRG) stake by 3% in Q2 2026, selling an estimated $24.9K and leaving 1,839 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #177.

Journey Advisory Group first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2025. 1,546 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Journey Advisory Group held 1,839 shares of Intuitive Surgical worth $731K as of Q2 2026.
  • Journey Advisory Group sold 57 Intuitive Surgical shares in Q2 2026, an estimated $24.9K.
  • Intuitive Surgical made up 0.06% of Journey Advisory Group's portfolio in Q2 2026, its #177 holding.
  • Journey Advisory Group first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Journey Advisory Group's Intuitive Surgical position peaked at $1.07M in Q2 2025.
  • 1,546 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.