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Kingswood Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Kingswood Wealth 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 		$1.28M Sell
3,222
-48
-1% -$21K 0.05% 354
2026
Q1 		$1.51M Sell
3,270
-305
-9% -$154K 0.07% 281
2025
Q4 		$2.02M Buy
3,575
+1,402
+65% +$746K 0.1% 211
2025
Q3 		$972K Buy
2,173
+52
+2% +$25K 0.06% 320
2025
Q2 		$1.15M Sell
2,121
-100
-5% -$52.3K 0.09% 232
2025
Q1 		$1.1M Sell
2,221
-23
-1% -$12.7K 0.1% 226
2024
Q4 		$1.17M Sell
2,244
-546
-20% -$284K 0.09% 238
2024
Q3 		$1.37M Sell
2,790
-1,050
-27% -$489K 0.1% 234
2024
Q2 		$1.71M Buy
3,840
+1,327
+53% +$529K 0.15% 134
2024
Q1 		$1M Sell
2,513
-487
-16% -$184K 0.12% 203
2023
Q4 		$1.01M Buy
3,000
+172
+6% +$51.3K 0.11% 194
2023
Q3 		$907K Buy
+2,828
New +$883K 0.16% 155

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

Kingswood Wealth Advisors's ISRG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, selling an estimated $21K and leaving 3,222 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #354.

Kingswood Wealth Advisors first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kingswood Wealth Advisors held 3,222 shares of Intuitive Surgical worth $1.28M as of Q2 2026.
  • Kingswood Wealth Advisors sold 48 Intuitive Surgical shares in Q2 2026, an estimated $21K.
  • Intuitive Surgical made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • Kingswood Wealth Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Intuitive Surgical position peaked at $2.02M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.