KA
ISRG icon

Kozak & Associates’s Intuitive Surgical ISRG Stock Holding History

Kozak & Associates’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 		$8.45K Hold
21
– – ﹤0.01% 276
2026
Q1 		$9.64K Hold
21
– – ﹤0.01% 271
2025
Q4 		$12.3K Hold
21
– – ﹤0.01% 235
2025
Q3 		$11.5K Buy
+21
New +$10.1K ﹤0.01% 239
2023
Q4 		– Sell
-8
Closed -$2.37K – 390
2023
Q3 		$2.37K Buy
+8
New +$2.5K ﹤0.01% 325

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

Kozak & Associates's ISRG Position: Q2 2026 in Review

Kozak & Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 21 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Kozak & Associates first reported a position in ISRG in Q3 2023 and has held it in 5 quarters since. The position peaked at $12.3K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kozak & Associates held 21 shares of Intuitive Surgical worth $8.45K as of Q2 2026.
  • Kozak & Associates left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #276 holding.
  • Kozak & Associates first reported a position in Intuitive Surgical in Q3 2023 and has held it in 5 quarters since.
  • Kozak & Associates's Intuitive Surgical position peaked at $12.3K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.