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KFG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

KFG Wealth 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 		$377K Sell
948
-16
-2% -$6.99K 0.04% 158
2026
Q1 		$444K Sell
964
-16
-2% -$8.1K 0.06% 148
2025
Q4 		$555K Buy
980
+17
+2% +$9.05K 0.07% 121
2025
Q3 		$431K Buy
963
+8
+0.8% +$3.84K 0.06% 141
2025
Q2 		$519K Buy
955
+10
+1% +$5.23K 0.08% 125
2025
Q1 		$468K Buy
+945
New +$523K 0.09% 121

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

KFG Wealth Management's ISRG Position: Q2 2026 in Review

KFG Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.7% in Q2 2026, selling an estimated $6.99K and leaving 948 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #158.

KFG Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $555K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • KFG Wealth Management held 948 shares of Intuitive Surgical worth $377K as of Q2 2026.
  • KFG Wealth Management sold 16 Intuitive Surgical shares in Q2 2026, an estimated $6.99K.
  • Intuitive Surgical made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #158 holding.
  • KFG Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • KFG Wealth Management's Intuitive Surgical position peaked at $555K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.