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Personal CFO Solutions’s Intuitive Surgical ISRG Stock Holding History

Personal CFO Solutions’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 		$738K Sell
1,857
-505
-21% -$221K 0.11% 172
2026
Q1 		$1.09M Buy
2,362
+41
+2% +$20.7K 0.15% 116
2025
Q4 		$1.31M Buy
2,321
+1,306
+129% +$695K 0.21% 87
2025
Q3 		$454K Buy
1,015
+29
+3% +$13.9K 0.08% 247
2025
Q2 		$536K Sell
986
-246
-20% -$129K 0.1% 205
2025
Q1 		$610K Sell
1,232
-55
-4% -$30.4K 0.12% 179
2024
Q4 		$672K Buy
1,287
+15
+1% +$7.81K 0.13% 165
2024
Q3 		$625K Sell
1,272
-36
-3% -$16.8K 0.09% 217
2024
Q2 		$582K Sell
1,308
-52
-4% -$20.7K 0.09% 220
2024
Q1 		$543K Buy
1,360
+19
+1% +$7.18K 0.08% 233
2023
Q4 		$452K Buy
1,341
+474
+55% +$141K 0.08% 252
2023
Q3 		$253K Sell
867
-140
-14% -$43.7K 0.05% 367
2023
Q2 		$344K Sell
1,007
-105
-9% -$31.8K 0.07% 300
2023
Q1 		$284K Buy
1,112
+21
+2% +$5.17K 0.06% 326
2022
Q4 		$289K Sell
1,091
-61
-5% -$14.9K 0.06% 306
2022
Q3 		$216K Sell
1,152
-1,505
-57% -$323K 0.05% 349
2022
Q2 		$533K Sell
2,657
-422
-14% -$99K 0.13% 146
2022
Q1 		$929K Sell
3,079
-72
-2% -$21K 0.18% 110
2021
Q4 		$1.13M Buy
3,151
+85
+3% +$29.2K 0.21% 99
2021
Q3 		$1.02M Sell
3,066
-12
-0.4% -$4.03K 0.21% 101
2021
Q2 		$944K Sell
3,078
-213
-6% -$59.8K 0.19% 106
2021
Q1 		$811K Buy
3,291
+114
+4% +$28.7K 0.18% 110
2020
Q4 		$866K Buy
3,177
+6
+0.2% +$1.49K 0.21% 100
2020
Q3 		$1M Buy
+3,171
New +$712K 0.33% 87

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

Personal CFO Solutions's ISRG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Intuitive Surgical (ISRG) stake by 21% in Q2 2026, selling an estimated $221K and leaving 1,857 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #172.

Personal CFO Solutions first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.31M in Q4 2025. 2,249 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Personal CFO Solutions held 1,857 shares of Intuitive Surgical worth $738K as of Q2 2026.
  • Personal CFO Solutions sold 505 Intuitive Surgical shares in Q2 2026, an estimated $221K.
  • Intuitive Surgical made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #172 holding.
  • Personal CFO Solutions first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's Intuitive Surgical position peaked at $1.31M in Q4 2025.
  • 2,249 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.