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Mutual Advisors’s Intuitive Surgical ISRG Stock Holding History

Mutual 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 		$725K Buy
1,824
+909
+99% +$397K 0.01% 776
2026
Q1 		$422K Sell
915
-52
-5% -$26.3K 0.01% 963
2025
Q4 		$547K Buy
967
+76
+9% +$40.5K 0.01% 833
2025
Q3 		$491K Sell
891
-714
-44% -$343K 0.01% 864
2025
Q2 		$796K Buy
1,605
+86
+6% +$45K 0.02% 602
2025
Q1 		$782K Sell
1,519
-230
-13% -$127K 0.02% 542
2024
Q4 		$1.02M Sell
1,749
-27
-2% -$14.1K 0.03% 475
2024
Q3 		$909K Buy
1,776
+450
+34% +$210K 0.03% 511
2024
Q2 		$588K Sell
1,326
-127
-9% -$50.6K 0.02% 644
2024
Q1 		$580K Buy
1,453
+760
+110% +$287K 0.02% 647
2023
Q4 		$234K Sell
693
-141
-17% -$42K 0.01% 910
2023
Q3 		$244K Buy
834
+182
+28% +$56.8K 0.01% 857
2023
Q2 		$223K Sell
652
-234
-26% -$70.8K 0.01% 912
2023
Q1 		$226K Buy
886
+27
+3% +$6.65K 0.01% 878
2022
Q4 		$228K Buy
+859
New +$209K 0.01% 829
2022
Q2 		– Sell
-812
Closed -$245K – 890
2022
Q1 		$245K Sell
812
-51
-6% -$14.9K 0.01% 769
2021
Q4 		$310K Buy
863
+86
+11% +$29.6K 0.02% 735
2021
Q3 		$257K Buy
+777
New +$261K 0.02% 752
2020
Q4 		– Sell
-900
Closed -$213K – 750
2020
Q3 		$213K Buy
+900
New +$202K 0.02% 624

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

Mutual Advisors's ISRG Position: Q2 2026 in Review

Mutual Advisors increased its Intuitive Surgical (ISRG) stake by 99% in Q2 2026, buying an estimated $397K and bringing the position to 1,824 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #776.

Mutual Advisors first reported a position in ISRG in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mutual Advisors held 1,824 shares of Intuitive Surgical worth $725K as of Q2 2026.
  • Mutual Advisors bought 909 Intuitive Surgical shares in Q2 2026, an estimated $397K.
  • Intuitive Surgical made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #776 holding.
  • Mutual Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 19 quarters since.
  • Mutual Advisors's Intuitive Surgical position peaked at $1.02M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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