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Medallion Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Medallion 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 		$853K Buy
22,709
+22,542
+13,498% +$9.85M 0.27% 91
2026
Q1 		$77K Sell
167
-15
-8% -$7.59K 0.03% 395
2025
Q4 		$103K Hold
182
– – 0.03% 355
2025
Q3 		$81.4K Buy
182
+1
+0.6% +$480 0.03% 386
2025
Q2 		$97.6K Hold
181
– – 0.04% 353
2025
Q1 		$89.8K Buy
181
+36
+25% +$19.9K 0.04% 326
2024
Q4 		$74.7K Buy
+145
New +$75.5K 0.04% 344

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

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

Medallion Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 13,498% in Q2 2026, buying an estimated $9.85M and bringing the position to 22,709 shares worth $853K. The position accounts for 0.27% of the portfolio, ranked #91.

Medallion Wealth Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Medallion Wealth Advisors held 22,709 shares of Intuitive Surgical worth $853K as of Q2 2026.
  • Medallion Wealth Advisors bought 22,542 Intuitive Surgical shares in Q2 2026, an estimated $9.85M.
  • Intuitive Surgical made up 0.27% of Medallion Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Medallion Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.