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New Age Alpha Advisors’s Intuitive Surgical ISRG Stock Holding History

New Age Alpha 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 		$3.54M Sell
8,910
-47
-0.5% -$20.5K 0.15% 173
2026
Q1 		$4.13M Sell
8,957
-21
-0.2% -$10.6K 0.19% 154
2025
Q4 		$5.08M Sell
8,978
-813
-8% -$433K 0.22% 122
2025
Q3 		$4.38M Hold
9,791
– – 0.18% 157
2025
Q2 		$5.32M Buy
9,791
+3,029
+45% +$1.58M 0.23% 112
2025
Q1 		$3.35M Buy
6,762
+4,658
+221% +$2.58M 0.15% 210
2024
Q4 		$1.1M Buy
+2,104
New +$1.1M 0.04% 435

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

New Age Alpha Advisors's ISRG Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Intuitive Surgical (ISRG) stake by 0.52% in Q2 2026, selling an estimated $20.5K and leaving 8,910 shares worth $3.54M. The position accounts for 0.15% of the portfolio, ranked #173.

New Age Alpha Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • New Age Alpha Advisors held 8,910 shares of Intuitive Surgical worth $3.54M as of Q2 2026.
  • New Age Alpha Advisors sold 47 Intuitive Surgical shares in Q2 2026, an estimated $20.5K.
  • Intuitive Surgical made up 0.15% of New Age Alpha Advisors's portfolio in Q2 2026, its #173 holding.
  • New Age Alpha Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Intuitive Surgical position peaked at $5.32M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.