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Novare Capital Management’s Intuitive Surgical ISRG Stock Holding History

Novare Capital Management’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 		– Sell
-492
Closed -$227K – 212
2026
Q1 		$227K Sell
492
-15
-3% -$7.59K 0.02% 185
2025
Q4 		$287K Hold
507
– – 0.02% 167
2025
Q3 		$227K Sell
507
-3
-0.6% -$1.44K 0.02% 183
2025
Q2 		$277K Hold
510
– – 0.02% 172
2025
Q1 		$253K Buy
510
+18
+4% +$9.95K 0.02% 172
2024
Q4 		$257K Hold
492
– – 0.02% 171
2024
Q3 		$242K Hold
492
– – 0.02% 176
2024
Q2 		$219K Buy
+492
New +$196K 0.02% 172

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

Novare Capital Management's ISRG Position: Q2 2026 in Review

Novare Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 492 shares — an estimated $227K sold.

Novare Capital Management first reported a position in ISRG in Q2 2024 and held it in 8 quarters. The position peaked at $287K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Novare Capital Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Novare Capital Management sold 492 Intuitive Surgical shares in Q2 2026, an estimated $227K.
  • Novare Capital Management first reported a position in Intuitive Surgical in Q2 2024 and held it in 8 quarters.
  • Novare Capital Management's Intuitive Surgical position peaked at $287K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.