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Kestra Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Kestra 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 		$9.62M Buy
24,199
+635
+3% +$277K 0.03% 533
2026
Q1 		$10.9M Buy
23,564
+561
+2% +$284K 0.04% 442
2025
Q4 		$13M Buy
23,003
+3,742
+19% +$1.99M 0.05% 345
2025
Q3 		$8.61M Buy
19,261
+1,295
+7% +$621K 0.04% 447
2025
Q2 		$9.76M Buy
17,966
+3,755
+26% +$1.96M 0.05% 382
2025
Q1 		$7.04M Sell
14,211
-1,424
-9% -$788K 0.03% 453
2024
Q4 		$8.16M Buy
15,635
+880
+6% +$458K 0.04% 410
2024
Q3 		$7.25M Sell
14,755
-896
-6% -$417K 0.04% 466
2024
Q2 		$6.96M Buy
15,651
+991
+7% +$395K 0.04% 480
2024
Q1 		$5.85M Buy
14,660
+1,220
+9% +$461K 0.04% 475
2023
Q4 		$4.53M Buy
13,440
+530
+4% +$158K 0.04% 488
2023
Q3 		$3.77M Buy
12,910
+563
+5% +$176K 0.04% 469
2023
Q2 		$4.22M Sell
12,347
-725
-6% -$219K 0.04% 425
2023
Q1 		$3.34M Sell
13,072
-9,503
-42% -$2.34M 0.04% 474
2022
Q4 		$5.99M Buy
22,575
+5,776
+34% +$1.41M 0.05% 373
2022
Q3 		$3.15M Sell
16,799
-1,684
-9% -$362K 0.03% 505
2022
Q2 		$3.71M Buy
18,483
+2,723
+17% +$639K 0.04% 447
2022
Q1 		$4.75M Buy
15,760
+1,385
+10% +$405K 0.05% 384
2021
Q4 		$5.17M Sell
14,375
-520
-3% -$179K 0.05% 367
2021
Q3 		$4.94M Buy
14,895
+693
+5% +$233K 0.05% 393
2021
Q2 		$4.35M Buy
14,202
+930
+7% +$261K 0.05% 394
2021
Q1 		$3.27M Buy
13,272
+1,125
+9% +$283K 0.04% 443
2020
Q4 		$3.3M Buy
12,147
+12,072
+16,096% +$3M 0.04% 435
2020
Q3 		$1.53M Buy
+75
New +$16.8K 0.03% 496

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

Kestra Advisory Services's ISRG Position: Q2 2026 in Review

Kestra Advisory Services increased its Intuitive Surgical (ISRG) stake by 2.7% in Q2 2026, buying an estimated $277K and bringing the position to 24,199 shares worth $9.62M. The position accounts for 0.03% of the portfolio, ranked #533.

Kestra Advisory Services first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $13M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kestra Advisory Services held 24,199 shares of Intuitive Surgical worth $9.62M as of Q2 2026.
  • Kestra Advisory Services bought 635 Intuitive Surgical shares in Q2 2026, an estimated $277K.
  • Intuitive Surgical made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #533 holding.
  • Kestra Advisory Services first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Intuitive Surgical position peaked at $13M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.