Kelleher Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Kelleher 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	$153K	Buy	384 +354	+1,180%	+$155K	0.02%	322
2026 Q1	$16.3K	Hold	30	–	–	﹤0.01%	495
2025 Q4	$17K	Hold	30	–	–	﹤0.01%	526
2025 Q3	$13.4K	Buy	+30	New	+$14.4K	﹤0.01%	474
2017 Q2	–	Sell	-3,600	Closed	-$306K	–	87
2017 Q1	$306K	Buy	+3,600	New	+$284K	0.65%	53
2016 Q4	–	Sell	-2,700	Closed	-$217K	–	143
2016 Q3	$217K	Buy	+2,700	New	+$207K	0.12%	116

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

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

Kelleher Financial Advisors increased its Intuitive Surgical (ISRG) stake by 1,180% in Q2 2026, buying an estimated $155K and bringing the position to 384 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #322.

Kelleher Financial Advisors first reported a position in ISRG in Q3 2016 and has held it in 6 quarters since. The position peaked at $306K in Q1 2017. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Kelleher Financial Advisors held 384 shares of Intuitive Surgical worth $153K as of Q2 2026.
Kelleher Financial Advisors bought 354 Intuitive Surgical shares in Q2 2026, an estimated $155K.
Intuitive Surgical made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #322 holding.
Kelleher Financial Advisors first reported a position in Intuitive Surgical in Q3 2016 and has held it in 6 quarters since.
Kelleher Financial Advisors's Intuitive Surgical position peaked at $306K in Q1 2017.
2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.