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Naples Global Advisors’s Intuitive Surgical ISRG Stock Holding History

Naples Global 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 		$453K Sell
1,139
-12
-1% -$5.24K 0.03% 352
2026
Q1 		$531K Sell
1,151
-15
-1% -$7.59K 0.04% 318
2025
Q4 		$660K Buy
1,166
+100
+9% +$53.2K 0.05% 282
2025
Q3 		$477K Hold
1,066
– – 0.04% 327
2025
Q2 		$579K Buy
1,066
+6
+0.6% +$3.14K 0.05% 283
2025
Q1 		$525K Hold
1,060
– – 0.05% 288
2024
Q4 		$553K Sell
1,060
-25
-2% -$13K 0.05% 278
2024
Q3 		$533K Hold
1,085
– – 0.05% 283
2024
Q2 		$483K Sell
1,085
-13
-1% -$5.18K 0.05% 286
2024
Q1 		$438K Hold
1,098
– – 0.04% 301
2023
Q4 		$370K Sell
1,098
-135
-11% -$40.2K 0.04% 317
2023
Q3 		$360K Sell
1,233
-5
-0.4% -$1.56K 0.04% 315
2023
Q2 		$423K Hold
1,238
– – 0.05% 300
2023
Q1 		$316K Buy
+1,238
New +$305K 0.04% 333

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

Naples Global Advisors's ISRG Position: Q2 2026 in Review

Naples Global Advisors reduced its Intuitive Surgical (ISRG) stake by 1% in Q2 2026, selling an estimated $5.24K and leaving 1,139 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #352.

Naples Global Advisors first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $660K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Naples Global Advisors held 1,139 shares of Intuitive Surgical worth $453K as of Q2 2026.
  • Naples Global Advisors sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #352 holding.
  • Naples Global Advisors first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
  • Naples Global Advisors's Intuitive Surgical position peaked at $660K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.