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Resurgent Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Resurgent Financial 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
-957
Closed -$441K – 326
2026
Q1 		$441K Buy
957
+1
+0.1% +$506 0.16% 152
2025
Q4 		$541K Sell
956
-3
-0.3% -$1.6K 0.27% 109
2025
Q3 		$429K Sell
959
-1,739
-64% -$834K 0.21% 136
2025
Q2 		$1.47M Buy
2,698
+468
+21% +$245K 0.81% 31
2025
Q1 		$1.1M Buy
2,230
+177
+9% +$97.9K 0.66% 38
2024
Q4 		$1.07M Buy
2,053
+517
+34% +$269K 0.63% 40
2024
Q3 		$755K Buy
+1,536
New +$715K 0.44% 67
2024
Q1 		– Sell
-142
Closed -$47.9K – 337
2023
Q4 		$47.9K Buy
142
+8
+6% +$2.38K 0.03% 341
2023
Q3 		$39.2K Sell
134
-10
-7% -$3.12K 0.03% 362
2023
Q2 		$49.2K Buy
144
+3
+2% +$908 0.03% 334
2023
Q1 		$36K Sell
141
-131
-48% -$32.3K 0.02% 389
2022
Q4 		$72.2K Buy
+272
New +$66.3K 0.04% 363

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

Resurgent Financial Advisors's ISRG Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 957 shares — an estimated $441K sold.

Resurgent Financial Advisors first reported a position in ISRG in Q4 2022 and held it in 12 quarters. The position peaked at $1.47M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 957 Intuitive Surgical shares in Q2 2026, an estimated $441K.
  • Resurgent Financial Advisors first reported a position in Intuitive Surgical in Q4 2022 and held it in 12 quarters.
  • Resurgent Financial Advisors's Intuitive Surgical position peaked at $1.47M in Q2 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.