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Principia Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

Principia Wealth Advisory’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 		$6.76K Sell
17
-4
-19% -$1.75K ﹤0.01% 301
2026
Q1 		$9.68K Hold
21
– – 0.01% 207
2025
Q4 		$11.9K Buy
21
+7
+50% +$3.73K 0.01% 183
2025
Q3 		$6.26K Sell
14
-1
-7% -$480 ﹤0.01% 246
2025
Q2 		$8.15K Buy
15
+6
+67% +$3.14K 0.01% 185
2025
Q1 		$4.71K Buy
9
+1
+13% +$553 ﹤0.01% 184
2024
Q4 		$4.18K Buy
+8
New +$4.17K ﹤0.01% 165

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

Principia Wealth Advisory's ISRG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $1.75K and leaving 17 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Principia Wealth Advisory first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Principia Wealth Advisory held 17 shares of Intuitive Surgical worth $6.76K as of Q2 2026.
  • Principia Wealth Advisory sold 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
  • Intuitive Surgical made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #301 holding.
  • Principia Wealth Advisory first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Intuitive Surgical position peaked at $11.9K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.