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Kestra Investment Management’s Intuitive Surgical ISRG Stock Holding History

Kestra Investment Management’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 		$243K Sell
611
-232
-28% -$101K ﹤0.01% 464
2026
Q1 		$388K Sell
843
-320
-28% -$162K 0.01% 321
2025
Q4 		$659K Sell
1,163
-330
-22% -$176K 0.02% 246
2025
Q3 		$668K Buy
1,493
+187
+14% +$89.7K 0.02% 239
2025
Q2 		$710K Buy
1,306
+99
+8% +$51.8K 0.02% 234
2025
Q1 		$598K Buy
1,207
+751
+165% +$415K 0.02% 246
2024
Q4 		$238K Sell
456
-317
-41% -$165K 0.01% 327
2024
Q3 		$380K Buy
+773
New +$360K 0.02% 239

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

Kestra Investment Management's ISRG Position: Q2 2026 in Review

Kestra Investment Management reduced its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, selling an estimated $101K and leaving 611 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Kestra Investment Management first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $710K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kestra Investment Management held 611 shares of Intuitive Surgical worth $243K as of Q2 2026.
  • Kestra Investment Management sold 232 Intuitive Surgical shares in Q2 2026, an estimated $101K.
  • Intuitive Surgical made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #464 holding.
  • Kestra Investment Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Intuitive Surgical position peaked at $710K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.