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Key Financial Inc’s Intuitive Surgical ISRG Stock Holding History

Key Financial Inc’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 		$23.9K Sell
60
-107
-64% -$46.7K ﹤0.01% 692
2026
Q1 		$77K Buy
167
+107
+178% +$54.1K 0.01% 451
2025
Q4 		$34K Hold
60
– – 0.01% 609
2025
Q3 		$26.3K Hold
60
– – ﹤0.01% 656
2025
Q2 		$32.6K Hold
60
– – 0.01% 578
2025
Q1 		$29.7K Hold
60
– – 0.01% 577
2024
Q4 		$31.3K Hold
60
– – 0.01% 563
2024
Q3 		$29.5K Buy
60
+9
+18% +$4.19K 0.01% 569
2024
Q2 		$22.7K Hold
51
– – 0.01% 609
2024
Q1 		$20.4K Hold
51
– – 0.01% 610
2023
Q4 		$17.2K Hold
51
– – ﹤0.01% 621
2023
Q3 		$14.9K Sell
51
-12
-19% -$3.75K 0.01% 627
2023
Q2 		$21.5K Buy
63
+12
+24% +$3.63K 0.01% 559
2023
Q1 		$13K Hold
51
– – ﹤0.01% 622
2022
Q4 		$9.56K Hold
51
– – ﹤0.01% 637
2022
Q3 		$10K Hold
51
– – ﹤0.01% 628
2022
Q2 		$11K Hold
51
– – 0.01% 607
2022
Q1 		$15K Hold
51
– – 0.01% 544
2021
Q4 		$18K Hold
51
– – 0.01% 500
2021
Q3 		$17K Hold
51
– – 0.01% 491
2021
Q2 		$17K Buy
+51
New +$14.3K 0.01% 492

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

Key Financial Inc's ISRG Position: Q2 2026 in Review

Key Financial Inc reduced its Intuitive Surgical (ISRG) stake by 64% in Q2 2026, selling an estimated $46.7K and leaving 60 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Key Financial Inc first reported a position in ISRG in Q2 2021 and has held it in 21 quarters since. The position peaked at $77K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Key Financial Inc held 60 shares of Intuitive Surgical worth $23.9K as of Q2 2026.
  • Key Financial Inc sold 107 Intuitive Surgical shares in Q2 2026, an estimated $46.7K.
  • Intuitive Surgical made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #692 holding.
  • Key Financial Inc first reported a position in Intuitive Surgical in Q2 2021 and has held it in 21 quarters since.
  • Key Financial Inc's Intuitive Surgical position peaked at $77K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.