N.E.W. Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.16K Buy
18
+2
+13% +$874 ﹤0.01% 695
2026
Q1
$7.38K Hold
16
﹤0.01% 683
2025
Q4
$9.06K Hold
16
﹤0.01% 632
2025
Q3
$7.16K Hold
16
﹤0.01% 620
2025
Q2
$8.7K Hold
16
﹤0.01% 584
2025
Q1
$7.92K Buy
+16
New +$8.85K ﹤0.01% 652

Other funds holding ISRG

N.E.W. Advisory Services's ISRG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $874 and bringing the position to 18 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

N.E.W. Advisory Services first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.06K in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • N.E.W. Advisory Services held 18 shares of Intuitive Surgical worth $7.16K as of Q2 2026.
  • N.E.W. Advisory Services bought 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
  • Intuitive Surgical made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #695 holding.
  • N.E.W. Advisory Services first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Intuitive Surgical position peaked at $9.06K in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.