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Keating Financial Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Keating Financial Advisory Services’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 		$79.5K Buy
200
+52
+35% +$22.7K 0.01% 566
2026
Q1 		$68.2K Sell
148
-24
-14% -$12.1K 0.01% 547
2025
Q4 		$97.4K Buy
+172
New +$91.6K 0.01% 497

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

Keating Financial Advisory Services's ISRG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Intuitive Surgical (ISRG) stake by 35% in Q2 2026, buying an estimated $22.7K and bringing the position to 200 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #566.

Keating Financial Advisory Services first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.4K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Keating Financial Advisory Services held 200 shares of Intuitive Surgical worth $79.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 52 Intuitive Surgical shares in Q2 2026, an estimated $22.7K.
  • Intuitive Surgical made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #566 holding.
  • Keating Financial Advisory Services first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Intuitive Surgical position peaked at $97.4K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.