Provenance Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Provenance 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	$209K	Buy	526 +42	+9%	+$18.3K	0.02%	136
2026 Q1	$223K	Hold	484	–	–	0.02%	113
2025 Q4	$274K	Sell	484 -22	-4%	-$11.7K	0.03%	97
2025 Q3	$226K	Sell	506 -26	-5%	-$12.5K	0.03%	117
2025 Q2	$289K	Buy	532 +191	+56%	+$99.9K	0.04%	94
2025 Q1	$169K	Buy	341 +26	+8%	+$14.4K	0.02%	142
2024 Q4	$164K	Hold	315	–	–	0.02%	156
2024 Q3	$155K	Buy	315 +22	+8%	+$10.2K	0.02%	163
2024 Q2	$130K	Hold	293	–	–	0.02%	160
2024 Q1	$117K	Hold	293	–	–	0.02%	170
2023 Q4	$98.8K	Buy	293 +131	+81%	+$39K	0.01%	166
2023 Q3	$47.4K	Buy	+162	New	+$50.6K	0.01%	181

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Provenance Wealth Advisors's ISRG Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2026, buying an estimated $18.3K and bringing the position to 526 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #136.

Provenance Wealth Advisors first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $289K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Provenance Wealth Advisors held 526 shares of Intuitive Surgical worth $209K as of Q2 2026.
Provenance Wealth Advisors bought 42 Intuitive Surgical shares in Q2 2026, an estimated $18.3K.
Intuitive Surgical made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Provenance Wealth Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Intuitive Surgical position peaked at $289K in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.