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Petersen Hastings Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Petersen Hastings 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 		$547K Hold
1,375
– – 0.05% 48
2026
Q1 		$634K Hold
1,375
– – 0.06% 47
2025
Q4 		$779K Buy
+1,375
New +$732K 0.07% 42

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

Petersen Hastings Wealth Advisors's ISRG Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,375 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #48.

Petersen Hastings Wealth Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 2,243 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 1,375 shares of Intuitive Surgical worth $547K as of Q2 2026.
  • Petersen Hastings Wealth Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.05% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Petersen Hastings Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Petersen Hastings Wealth Advisors's Intuitive Surgical position peaked at $779K in Q4 2025.
  • 2,243 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.