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McAdam LLC’s Intuitive Surgical ISRG Stock Holding History

McAdam LLC’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 		$265K Sell
667
-150
-18% -$65.5K 0.01% 407
2026
Q1 		$376K Buy
817
+215
+36% +$109K 0.02% 292
2025
Q4 		$341K Buy
602
+120
+25% +$63.9K 0.02% 305
2025
Q3 		$216K Sell
482
-256
-35% -$123K 0.01% 372
2025
Q2 		$401K Buy
738
+68
+10% +$35.6K 0.02% 235
2025
Q1 		$332K Sell
670
-58
-8% -$32.1K 0.02% 248
2024
Q4 		$380K Buy
728
+270
+59% +$141K 0.02% 237
2024
Q3 		$225K Buy
+458
New +$213K 0.01% 297

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 $3.38T AUM 44.17% 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

McAdam LLC's ISRG Position: Q2 2026 in Review

McAdam LLC reduced its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, selling an estimated $65.5K and leaving 667 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #407.

McAdam LLC first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • McAdam LLC held 667 shares of Intuitive Surgical worth $265K as of Q2 2026.
  • McAdam LLC sold 150 Intuitive Surgical shares in Q2 2026, an estimated $65.5K.
  • Intuitive Surgical made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #407 holding.
  • McAdam LLC first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • McAdam LLC's Intuitive Surgical position peaked at $401K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.