Mount Yale Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Mount Yale 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	$2.62M	Sell	6,761 -1,419	-17%	-$620K	0.05%	356
2026 Q1	$3.77M	Buy	8,180 +5,301	+184%	+$2.68M	0.09%	233
2025 Q4	$1.63M	Buy	2,879 +861	+43%	+$458K	0.08%	222
2025 Q3	$903K	Buy	2,018 +227	+13%	+$109K	0.06%	298
2025 Q2	$973K	Buy	1,791 +1,229	+219%	+$643K	0.08%	208
2025 Q1	$278K	Buy	562 +78	+16%	+$43.1K	0.02%	459
2024 Q4	$253K	Buy	484 +26	+6%	+$13.5K	0.02%	487
2024 Q3	$225K	Buy	+458	New	+$213K	0.02%	502
2018 Q4	–	Sell	-540	Closed	-$98K	–	528
2018 Q3	$98K	Buy	540 +165	+44%	+$29.3K	0.02%	450
2018 Q2	$60K	Buy	375 +207	+123%	+$31.6K	0.01%	598
2018 Q1	$23K	Buy	+168	New	+$23.4K	﹤0.01%	743

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's ISRG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $620K and leaving 6,761 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #356.

Mount Yale Investment Advisors first reported a position in ISRG in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.77M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Mount Yale Investment Advisors held 6,761 shares of Intuitive Surgical worth $2.62M as of Q2 2026.
Mount Yale Investment Advisors sold 1,419 Intuitive Surgical shares in Q2 2026, an estimated $620K.
Intuitive Surgical made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #356 holding.
Mount Yale Investment Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Intuitive Surgical position peaked at $3.77M in Q1 2026.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.