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Money Concepts Capital’s Intuitive Surgical ISRG Stock Holding History

Money Concepts Capital’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 		$1.23M Buy
3,089
+354
+13% +$155K 0.06% 278
2026
Q1 		$1.26M Sell
2,735
-62
-2% -$31.4K 0.07% 256
2025
Q4 		$1.58M Buy
2,797
+219
+8% +$117K 0.09% 205
2025
Q3 		$1.15M Buy
2,578
+216
+9% +$104K 0.07% 234
2025
Q2 		$1.28M Sell
2,362
-71
-3% -$37.1K 0.09% 211
2025
Q1 		$1.2M Sell
2,433
-600
-20% -$332K 0.09% 200
2024
Q4 		$1.58M Sell
3,033
-197
-6% -$103K 0.12% 166
2024
Q3 		$1.59M Sell
3,230
-10
-0.3% -$4.66K 0.12% 165
2024
Q2 		$1.44M Buy
3,240
+144
+5% +$57.4K 0.12% 174
2024
Q1 		$1.24M Sell
3,096
-47
-1% -$17.8K 0.11% 193
2023
Q4 		$1.06M Sell
3,143
-14
-0.4% -$4.17K 0.1% 203
2023
Q3 		$922K Buy
3,157
+112
+4% +$35K 0.1% 204
2023
Q2 		$1.04M Sell
3,045
-3,120
-51% -$944K 0.11% 199
2023
Q1 		$1.58M Sell
6,165
-1,746
-22% -$430K 0.09% 169
2022
Q4 		$2.1M Buy
7,911
+1,753
+28% +$427K 0.09% 186
2022
Q3 		$1.15M Buy
6,158
+3,334
+118% +$716K 0.07% 218
2022
Q2 		$582K Sell
2,824
-1,868
-40% -$438K 0.05% 254
2022
Q1 		$1.42M Buy
4,692
+1,822
+63% +$532K 0.08% 246
2021
Q4 		$1.03M Buy
+2,870
New +$987K 0.09% 210
2021
Q1 		$775K Sell
3,147
-9
-0.3% -$2.26K 0.06% 246
2020
Q4 		$861K Buy
+3,156
New +$784K 0.08% 210

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

Money Concepts Capital's ISRG Position: Q2 2026 in Review

Money Concepts Capital increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $155K and bringing the position to 3,089 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #278.

Money Concepts Capital first reported a position in ISRG in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.1M in Q4 2022. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Money Concepts Capital held 3,089 shares of Intuitive Surgical worth $1.23M as of Q2 2026.
  • Money Concepts Capital bought 354 Intuitive Surgical shares in Q2 2026, an estimated $155K.
  • Intuitive Surgical made up 0.06% of Money Concepts Capital's portfolio in Q2 2026, its #278 holding.
  • Money Concepts Capital first reported a position in Intuitive Surgical in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Intuitive Surgical position peaked at $2.1M in Q4 2022.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.