KF
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Krilogy Financial’s Intuitive Surgical ISRG Stock Holding History

Krilogy Financial’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 		$2.76M Buy
6,929
+162
+2% +$70.8K 0.08% 191
2026
Q1 		$3.1M Sell
6,767
-1,416
-17% -$716K 0.1% 166
2025
Q4 		$4.33M Buy
8,183
+1,074
+15% +$572K 0.15% 114
2025
Q3 		$3.9M Buy
+7,109
New +$3.41M 0.15% 118
2023
Q1 		– Sell
-1,808
Closed -$480K – 416
2022
Q4 		$480K Sell
1,808
-1,904
-51% -$464K 0.05% 256
2022
Q3 		$696K Buy
3,712
+19
+0.5% +$4.08K 0.08% 166
2022
Q2 		$741K Buy
+3,693
New +$866K 0.09% 159

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

Krilogy Financial's ISRG Position: Q2 2026 in Review

Krilogy Financial increased its Intuitive Surgical (ISRG) stake by 2.4% in Q2 2026, buying an estimated $70.8K and bringing the position to 6,929 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #191.

Krilogy Financial first reported a position in ISRG in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.33M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Krilogy Financial held 6,929 shares of Intuitive Surgical worth $2.76M as of Q2 2026.
  • Krilogy Financial bought 162 Intuitive Surgical shares in Q2 2026, an estimated $70.8K.
  • Intuitive Surgical made up 0.08% of Krilogy Financial's portfolio in Q2 2026, its #191 holding.
  • Krilogy Financial first reported a position in Intuitive Surgical in Q2 2022 and has held it in 7 quarters since.
  • Krilogy Financial's Intuitive Surgical position peaked at $4.33M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.