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Moneta Group Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Moneta Group Investment 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 		$832K Sell
2,093
-24
-1% -$10.5K 0.01% 433
2026
Q1 		$976K Sell
2,117
-175
-8% -$88.5K 0.01% 365
2025
Q4 		$1.3M Buy
2,292
+356
+18% +$190K 0.01% 321
2025
Q3 		$866K Buy
1,936
+508
+36% +$244K 0.01% 377
2025
Q2 		$776K Sell
1,428
-15
-1% -$7.84K 0.01% 351
2025
Q1 		$715K Sell
1,443
-314
-18% -$174K 0.01% 341
2024
Q4 		$917K Buy
1,757
+1
+0.1% +$521 0.01% 296
2024
Q3 		$863K Sell
1,756
-119
-6% -$55.4K 0.01% 298
2024
Q2 		$834K Buy
1,875
+1,211
+182% +$482K 0.01% 293
2024
Q1 		$265K Buy
+664
New +$251K ﹤0.01% 521
2018
Q1 		– Sell
-6
Closed -$1K – 669
2017
Q4 		$1K Buy
+6
New +$751 ﹤0.01% 422
2015
Q4 		– Sell
-198
Closed -$10K – 276
2015
Q3 		$10K Buy
+198
New +$11.2K ﹤0.01% 417

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

Moneta Group Investment Advisors's ISRG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, selling an estimated $10.5K and leaving 2,093 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #433.

Moneta Group Investment Advisors first reported a position in ISRG in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Moneta Group Investment Advisors held 2,093 shares of Intuitive Surgical worth $832K as of Q2 2026.
  • Moneta Group Investment Advisors sold 24 Intuitive Surgical shares in Q2 2026, an estimated $10.5K.
  • Intuitive Surgical made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • Moneta Group Investment Advisors first reported a position in Intuitive Surgical in Q3 2015 and has held it in 12 quarters since.
  • Moneta Group Investment Advisors's Intuitive Surgical position peaked at $1.3M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.