MFC
ISRG icon

Morris Financial Concepts’s Intuitive Surgical ISRG Stock Holding History

Morris Financial Concepts’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 		$202K Buy
509
+20
+4% +$8.74K 0.06% 138
2026
Q1 		$225K Buy
489
+13
+3% +$6.58K 0.08% 130
2025
Q4 		$270K Sell
476
-7
-1% -$3.73K 0.09% 115
2025
Q3 		$216K Buy
483
+8
+2% +$3.84K 0.08% 130
2025
Q2 		$258K Buy
475
+1
+0.2% +$523 0.1% 111
2025
Q1 		$235K Buy
474
+9
+2% +$4.98K 0.1% 118
2024
Q4 		$243K Buy
465
+50
+12% +$26K 0.1% 110
2024
Q3 		$204K Buy
+415
New +$193K 0.09% 117

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

Morris Financial Concepts's ISRG Position: Q2 2026 in Review

Morris Financial Concepts increased its Intuitive Surgical (ISRG) stake by 4.1% in Q2 2026, buying an estimated $8.74K and bringing the position to 509 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #138.

Morris Financial Concepts first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $270K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Morris Financial Concepts held 509 shares of Intuitive Surgical worth $202K as of Q2 2026.
  • Morris Financial Concepts bought 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #138 holding.
  • Morris Financial Concepts first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Morris Financial Concepts's Intuitive Surgical position peaked at $270K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.