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PAX Financial Group’s Intuitive Surgical ISRG Stock Holding History

PAX Financial Group’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 		$264K Buy
+665
New +$291K 0.04% 175
2026
Q1 		– Sell
-365
Closed -$207K – 209
2025
Q4 		$207K Buy
+365
New +$194K 0.04% 205
2025
Q2 		– Sell
-568
Closed -$281K – 257
2025
Q1 		$281K Sell
568
-2,131
-79% -$1.18M 0.05% 211
2024
Q4 		$1.41M Buy
2,699
+10
+0.4% +$5.21K 0.25% 74
2024
Q3 		$1.32M Sell
2,689
-117
-4% -$54.5K 0.24% 77
2024
Q2 		$1.25M Sell
2,806
-1,095
-28% -$436K 0.24% 75
2024
Q1 		$1.56M Sell
3,901
-144
-4% -$54.4K 0.31% 61
2023
Q4 		$1.57M Sell
4,045
-1,021
-20% -$304K 0.32% 57
2023
Q3 		$1.48M Buy
5,066
+103
+2% +$32.2K 0.34% 56
2023
Q2 		$1.7M Buy
4,963
+47
+1% +$14.2K 0.38% 47
2023
Q1 		$1.26M Sell
4,916
-5
-0.1% -$1.23K 0.3% 57
2022
Q4 		$1.31M Buy
4,921
+1,394
+40% +$340K 0.33% 53
2022
Q3 		$661K Buy
3,527
+184
+6% +$39.5K 0.17% 103
2022
Q2 		$671K Sell
3,343
-489
-13% -$115K 0.17% 103
2022
Q1 		$1.16M Buy
3,832
+418
+12% +$122K 0.27% 56
2021
Q4 		$1.23M Buy
3,414
+123
+4% +$42.3K 0.28% 55
2021
Q3 		$1.09M Buy
3,291
+423
+15% +$142K 0.27% 56
2021
Q2 		$879K Buy
2,868
+645
+29% +$181K 0.22% 63
2021
Q1 		$548K Buy
2,223
+1,299
+141% +$327K 0.15% 106
2020
Q4 		$252K Buy
+924
New +$229K 0.08% 120

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

PAX Financial Group's ISRG Position: Q2 2026 in Review

PAX Financial Group opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 665 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: PAX Financial Group previously reported a position in ISRG as recently as Q4 2025.

PAX Financial Group first reported a position in ISRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.7M in Q2 2023. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • PAX Financial Group held 665 shares of Intuitive Surgical worth $264K as of Q2 2026.
  • Intuitive Surgical was a new PAX Financial Group position in Q2 2026.
  • Intuitive Surgical made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #175 holding.
  • PAX Financial Group first reported a position in Intuitive Surgical in Q4 2020 and has held it in 20 quarters since.
  • PAX Financial Group's Intuitive Surgical position peaked at $1.7M in Q2 2023.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.