OneAscent Financial Services’s Intuitive Surgical ISRG Stock Holding History

OneAscent Financial Services’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	$858K	Sell	2,158 -40	-2%	-$17.5K	0.04%	261
2026 Q1	$1.01M	Buy	2,198 +1,824	+488%	+$923K	0.05%	215
2025 Q4	$212K	Sell	374 -1,547	-81%	-$824K	0.02%	432
2025 Q3	$859K	Sell	1,921 -235	-11%	-$113K	0.06%	212
2025 Q2	$1.16M	Sell	2,156 -179	-8%	-$93.6K	0.08%	153
2025 Q1	$1.16M	Buy	2,335 +163	+8%	+$90.1K	0.08%	174
2024 Q4	$1.13M	Buy	2,172 +11	+0.5%	+$5.73K	0.1%	138
2024 Q3	$1.06M	Buy	2,161 +98	+5%	+$45.6K	0.76%	26
2024 Q2	$918K	Sell	2,063 -122	-6%	-$48.6K	0.13%	106
2024 Q1	$872K	Sell	2,185 -85	-4%	-$32.1K	0.1%	131
2023 Q4	$766K	Buy	+2,270	New	+$677K	0.1%	138

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

OneAscent Financial Services's ISRG Position: Q2 2026 in Review

OneAscent Financial Services reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, selling an estimated $17.5K and leaving 2,158 shares worth $858K. The position accounts for 0.04% of the portfolio, ranked #261.

OneAscent Financial Services first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

OneAscent Financial Services held 2,158 shares of Intuitive Surgical worth $858K as of Q2 2026.
OneAscent Financial Services sold 40 Intuitive Surgical shares in Q2 2026, an estimated $17.5K.
Intuitive Surgical made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #261 holding.
OneAscent Financial Services first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
OneAscent Financial Services's Intuitive Surgical position peaked at $1.16M in Q2 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.