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Paces Ferry Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Paces Ferry 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 		$1.37M Sell
3,436
-23
-0.7% -$10K 0.51% 37
2026
Q1 		$1.59M Buy
3,459
+4
+0.1% +$2.02K 0.66% 29
2025
Q4 		$1.96M Sell
3,455
-7
-0.2% -$3.73K 0.79% 28
2025
Q3 		$1.55M Hold
3,462
– – 0.64% 34
2025
Q2 		$1.88M Sell
3,462
-35
-1% -$18.3K 0.86% 27
2025
Q1 		$1.73M Sell
3,497
-14
-0.4% -$7.74K 0.86% 28
2024
Q4 		$1.83M Sell
3,511
-31
-0.9% -$16.1K 0.89% 28
2024
Q3 		$1.74M Sell
3,542
-2
-0.1% -$931 1% 28
2024
Q2 		$1.58M Sell
3,544
-16
-0.4% -$6.37K 0.95% 28
2024
Q1 		$1.42M Sell
3,560
-35
-1% -$13.2K 0.91% 29
2023
Q4 		$1.21M Buy
3,595
+12
+0.3% +$3.58K 0.84% 33
2023
Q3 		$1.05M Sell
3,583
-26
-0.7% -$8.12K 0.83% 32
2023
Q2 		$1.23M Buy
3,609
+28
+0.8% +$8.47K 0.93% 31
2023
Q1 		$915K Buy
3,581
+17
+0.5% +$4.19K 0.74% 36
2022
Q4 		$946K Buy
3,564
+3
+0.1% +$731 0.92% 29
2022
Q3 		$667K Buy
3,561
+54
+2% +$11.6K 0.73% 35
2022
Q2 		$704K Sell
3,507
-1
-0% -$235 0.69% 35
2022
Q1 		$1.06M Sell
3,508
-1
-0% -$292 0.84% 31
2021
Q4 		$1.26M Sell
3,509
-34
-1% -$11.7K 0.9% 29
2021
Q3 		$1.17M Sell
3,543
-6
-0.2% -$2.02K 0.94% 29
2021
Q2 		$1.09M Sell
3,549
-12
-0.3% -$3.37K 0.83% 32
2021
Q1 		$877K Sell
3,561
-45
-1% -$11.3K 0.76% 36
2020
Q4 		$983K Sell
3,606
-66
-2% -$16.4K 0.9% 30
2020
Q3 		$868K Buy
+3,672
New +$825K 0.76% 33

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 $3.38T AUM 44.17% 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

Paces Ferry Wealth Advisors's ISRG Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.66% in Q2 2026, selling an estimated $10K and leaving 3,436 shares worth $1.37M. The position accounts for 0.51% of the portfolio, ranked #37.

Paces Ferry Wealth Advisors first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.96M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Paces Ferry Wealth Advisors held 3,436 shares of Intuitive Surgical worth $1.37M as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 23 Intuitive Surgical shares in Q2 2026, an estimated $10K.
  • Intuitive Surgical made up 0.51% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Paces Ferry Wealth Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Intuitive Surgical position peaked at $1.96M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.