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Richardson Financial Services’s Intuitive Surgical ISRG Stock Holding History

Richardson Financial Services’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 		$312K Sell
784
-901
-53% -$394K 0.18% 119
2026
Q1 		$777K Buy
1,685
+27
+2% +$13.7K 0.49% 49
2025
Q4 		$939K Buy
1,658
+142
+9% +$75.6K 0.3% 42
2025
Q3 		$678K Sell
1,516
-10
-0.7% -$4.8K 0.42% 57
2025
Q2 		$821K Buy
1,526
+1,179
+340% +$616K 0.55% 43
2025
Q1 		$172K Buy
347
+30
+9% +$16.6K 0.13% 154
2024
Q4 		$167K Buy
317
+182
+135% +$94.8K 0.12% 155
2024
Q3 		$60.1K Hold
135
– – 0.04% 247
2024
Q2 		$60.1K Buy
135
+20
+17% +$7.97K 0.04% 233
2024
Q1 		$45.9K Buy
+115
New +$43.5K 0.03% 256

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

Richardson Financial Services's ISRG Position: Q2 2026 in Review

Richardson Financial Services reduced its Intuitive Surgical (ISRG) stake by 53% in Q2 2026, selling an estimated $394K and leaving 784 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #119.

Richardson Financial Services first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $939K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Richardson Financial Services held 784 shares of Intuitive Surgical worth $312K as of Q2 2026.
  • Richardson Financial Services sold 901 Intuitive Surgical shares in Q2 2026, an estimated $394K.
  • Intuitive Surgical made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #119 holding.
  • Richardson Financial Services first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Intuitive Surgical position peaked at $939K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.