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Pacific Excel Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Pacific Excel 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 		$352K Buy
886
+384
+76% +$168K 0.14% 126
2026
Q1 		$231K Buy
+502
New +$254K 0.24% 126

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

Pacific Excel Wealth Advisors's ISRG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 76% in Q2 2026, buying an estimated $168K and bringing the position to 886 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #126.

Pacific Excel Wealth Advisors first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pacific Excel Wealth Advisors held 886 shares of Intuitive Surgical worth $352K as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 384 Intuitive Surgical shares in Q2 2026, an estimated $168K.
  • Intuitive Surgical made up 0.14% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Pacific Excel Wealth Advisors first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.