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Pinion Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Pinion Investment 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 		– Sell
-843
Closed -$389K – 212
2026
Q1 		$389K Buy
843
+155
+23% +$78.4K 0.09% 126
2025
Q4 		$390K Buy
688
+93
+16% +$49.5K 0.1% 121
2025
Q3 		$325K Sell
595
-1,657
-74% -$795K 0.09% 129
2025
Q2 		$1.22M Buy
2,252
+662
+42% +$346K 0.42% 42
2025
Q1 		$787K Buy
+1,590
New +$879K 0.17% 76

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

Pinion Investment Advisors's ISRG Position: Q2 2026 in Review

Pinion Investment Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 843 shares — an estimated $389K sold.

Pinion Investment Advisors first reported a position in ISRG in Q1 2025 and held it in 5 quarters. The position peaked at $1.22M in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pinion Investment Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 843 Intuitive Surgical shares in Q2 2026, an estimated $389K.
  • Pinion Investment Advisors first reported a position in Intuitive Surgical in Q1 2025 and held it in 5 quarters.
  • Pinion Investment Advisors's Intuitive Surgical position peaked at $1.22M in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.