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MONECO Advisors’s Intuitive Surgical ISRG Stock Holding History

MONECO 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 		$339K Buy
852
+6
+0.7% +$2.62K 0.02% 440
2026
Q1 		$390K Buy
846
+118
+16% +$59.7K 0.03% 355
2025
Q4 		$413K Sell
728
-28
-4% -$14.9K 0.03% 335
2025
Q3 		$338K Sell
756
-35
-4% -$16.8K 0.03% 376
2025
Q2 		$430K Sell
791
-279
-26% -$146K 0.04% 326
2025
Q1 		$530K Sell
1,070
-59
-5% -$32.6K 0.05% 271
2024
Q4 		$589K Buy
1,129
+85
+8% +$44.3K 0.06% 251
2024
Q3 		$513K Buy
1,044
+59
+6% +$27.5K 0.06% 254
2024
Q2 		$438K Sell
985
-27
-3% -$10.8K 0.06% 255
2024
Q1 		$404K Buy
1,012
+35
+4% +$13.2K 0.06% 267
2023
Q4 		$330K Buy
977
+6
+0.6% +$1.79K 0.06% 273
2023
Q3 		$284K Buy
971
+8
+0.8% +$2.5K 0.08% 261
2023
Q2 		$329K Sell
963
-1
-0.1% -$303 0.09% 239
2023
Q1 		$246K Buy
964
+33
+4% +$8.13K 0.07% 279
2022
Q4 		$247K Buy
+931
New +$227K 0.09% 217
2022
Q2 		– Sell
-836
Closed -$252K – 255
2022
Q1 		$252K Buy
836
+8
+1% +$2.34K 0.09% 206
2021
Q4 		$236K Sell
828
-48
-5% -$16.5K 0.09% 214
2021
Q3 		$290K Buy
876
+84
+11% +$28.2K 0.11% 188
2021
Q2 		$243K Buy
+792
New +$222K 0.11% 184
2021
Q1 		– Sell
-780
Closed -$211K – 222
2020
Q4 		$211K Buy
+780
New +$194K 0.12% 170

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

MONECO Advisors's ISRG Position: Q2 2026 in Review

MONECO Advisors increased its Intuitive Surgical (ISRG) stake by 0.71% in Q2 2026, buying an estimated $2.62K and bringing the position to 852 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #440.

MONECO Advisors first reported a position in ISRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $589K in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • MONECO Advisors held 852 shares of Intuitive Surgical worth $339K as of Q2 2026.
  • MONECO Advisors bought 6 Intuitive Surgical shares in Q2 2026, an estimated $2.62K.
  • Intuitive Surgical made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #440 holding.
  • MONECO Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 20 quarters since.
  • MONECO Advisors's Intuitive Surgical position peaked at $589K in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.