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Principal Securities’s Intuitive Surgical ISRG Stock Holding History

Principal Securities’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 		$4.15M Buy
10,428
+186
+2% +$81.3K 0.05% 336
2026
Q1 		$4.72M Buy
10,242
+658
+7% +$333K 0.07% 275
2025
Q4 		$5.43M Buy
9,584
+429
+5% +$228K 0.08% 228
2025
Q3 		$4.09M Buy
9,155
+551
+6% +$264K 0.07% 269
2025
Q2 		$4.68M Buy
8,604
+972
+13% +$508K 0.09% 226
2025
Q1 		$3.98M Hold
7,632
– – 0.09% 221
2024
Q4 		$3.98M Sell
7,632
-158
-2% -$82.3K 0.09% 220
2024
Q3 		$3.83M Sell
7,790
-153
-2% -$71.2K 0.09% 212
2024
Q2 		$3.53M Buy
7,943
+986
+14% +$393K 0.1% 195
2024
Q1 		$2.78M Sell
6,957
-272
-4% -$103K 0.09% 219
2023
Q4 		$2.44M Buy
+7,229
New +$2.15M 0.09% 215

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

Principal Securities's ISRG Position: Q2 2026 in Review

Principal Securities increased its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, buying an estimated $81.3K and bringing the position to 10,428 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #336.

Principal Securities first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.43M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Principal Securities held 10,428 shares of Intuitive Surgical worth $4.15M as of Q2 2026.
  • Principal Securities bought 186 Intuitive Surgical shares in Q2 2026, an estimated $81.3K.
  • Intuitive Surgical made up 0.05% of Principal Securities's portfolio in Q2 2026, its #336 holding.
  • Principal Securities first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Intuitive Surgical position peaked at $5.43M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.