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Morling Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Morling Financial 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 		$285K Buy
716
+11
+2% +$4.81K 0.08% 61
2026
Q1 		$325K Sell
705
-7
-1% -$3.54K 0.1% 54
2025
Q4 		$403K Buy
712
+7
+1% +$3.73K 0.13% 51
2025
Q3 		$315K Sell
705
-31
-4% -$14.9K 0.1% 58
2025
Q2 		$400K Sell
736
-31
-4% -$16.2K 0.13% 52
2025
Q1 		$380K Buy
767
+107
+16% +$59.2K 0.13% 58
2024
Q4 		$344K Buy
660
+40
+6% +$20.8K 0.12% 55
2024
Q3 		$305K Buy
620
+5
+0.8% +$2.33K 0.12% 52
2024
Q2 		$274K Buy
615
+88
+17% +$35K 0.12% 49
2024
Q1 		$210K Buy
+527
New +$199K 0.12% 63

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

Morling Financial Advisors's ISRG Position: Q2 2026 in Review

Morling Financial Advisors increased its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, buying an estimated $4.81K and bringing the position to 716 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #61.

Morling Financial Advisors first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $403K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Morling Financial Advisors held 716 shares of Intuitive Surgical worth $285K as of Q2 2026.
  • Morling Financial Advisors bought 11 Intuitive Surgical shares in Q2 2026, an estimated $4.81K.
  • Intuitive Surgical made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Morling Financial Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Morling Financial Advisors's Intuitive Surgical position peaked at $403K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.