OWA
ISRG icon

Opal Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Opal Wealth 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 		$309K Buy
778
+187
+32% +$81.7K 0.07% 157
2026
Q1 		$272K Sell
591
-10
-2% -$5.06K 0.06% 161
2025
Q4 		$340K Buy
601
+14
+2% +$7.45K 0.09% 142
2025
Q3 		$263K Buy
587
+26
+5% +$12.5K 0.07% 158
2025
Q2 		$305K Buy
561
+100
+22% +$52.3K 0.08% 136
2025
Q1 		$228K Sell
461
-51
-10% -$28.2K 0.07% 163
2024
Q4 		$267K Buy
512
+25
+5% +$13K 0.08% 140
2024
Q3 		$239K Buy
487
+66
+16% +$30.7K 0.07% 162
2024
Q2 		$187K Buy
+421
New +$168K 0.06% 190
2022
Q1 		– Sell
-610
Closed -$219K – 115
2021
Q4 		$219K Buy
+610
New +$210K 0.14% 111

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

Opal Wealth Advisors's ISRG Position: Q2 2026 in Review

Opal Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 32% in Q2 2026, buying an estimated $81.7K and bringing the position to 778 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #157.

Opal Wealth Advisors first reported a position in ISRG in Q4 2021 and has held it in 10 quarters since. The position peaked at $340K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Opal Wealth Advisors held 778 shares of Intuitive Surgical worth $309K as of Q2 2026.
  • Opal Wealth Advisors bought 187 Intuitive Surgical shares in Q2 2026, an estimated $81.7K.
  • Intuitive Surgical made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Opal Wealth Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 10 quarters since.
  • Opal Wealth Advisors's Intuitive Surgical position peaked at $340K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.