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Prosperity Financial Group’s Intuitive Surgical ISRG Stock Holding History

Prosperity Financial Group’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 		$1.17M Buy
2,933
+141
+5% +$61.6K 0.36% 77
2026
Q1 		$1.29M Buy
2,792
+1,348
+93% +$682K 0.48% 61
2025
Q4 		$818K Buy
1,444
+83
+6% +$44.2K 0.29% 89
2025
Q3 		$609K Buy
1,361
+117
+9% +$56.1K 0.22% 104
2025
Q2 		$676K Buy
1,244
+40
+3% +$20.9K 0.29% 90
2025
Q1 		$596K Buy
1,204
+31
+3% +$17.1K 0.3% 87
2024
Q4 		$612K Buy
1,173
+255
+28% +$133K 0.3% 81
2024
Q3 		$451K Buy
918
+11
+1% +$5.12K 0.25% 93
2024
Q2 		$403K Buy
907
+80
+10% +$31.9K 0.25% 89
2024
Q1 		$330K Buy
827
+69
+9% +$26.1K 0.2% 99
2023
Q4 		$256K Buy
758
+28
+4% +$8.35K 0.18% 102
2023
Q3 		$213K Buy
730
+34
+5% +$10.6K 0.18% 101
2023
Q2 		$238K Buy
+696
New +$211K 0.21% 104

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

Prosperity Financial Group's ISRG Position: Q2 2026 in Review

Prosperity Financial Group increased its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, buying an estimated $61.6K and bringing the position to 2,933 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #77.

Prosperity Financial Group first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Prosperity Financial Group held 2,933 shares of Intuitive Surgical worth $1.17M as of Q2 2026.
  • Prosperity Financial Group bought 141 Intuitive Surgical shares in Q2 2026, an estimated $61.6K.
  • Intuitive Surgical made up 0.36% of Prosperity Financial Group's portfolio in Q2 2026, its #77 holding.
  • Prosperity Financial Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Prosperity Financial Group's Intuitive Surgical position peaked at $1.29M in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.