Ritter Daniher Financial Advisory’s Intuitive Surgical ISRG Stock Holding History

Ritter Daniher Financial 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	$160K	Hold	403	–	–	0.02%	183
2026 Q1	$186K	Hold	403	–	–	0.03%	168
2025 Q4	$228K	Sell	403 -81	-17%	-$43.1K	0.04%	154
2025 Q3	$216K	Hold	484	–	–	0.04%	155
2025 Q2	$263K	Hold	484	–	–	0.06%	78
2025 Q1	$240K	Buy	484 +102	+27%	+$56.4K	0.07%	83
2024 Q4	$199K	Sell	382 -71	-16%	-$37K	0.06%	86
2024 Q3	$223K	Hold	453	–	–	0.06%	79
2024 Q2	$202K	Hold	453	–	–	0.06%	76
2024 Q1	$181K	Hold	453	–	–	0.06%	80
2023 Q4	$153K	Sell	453 -130	-22%	-$38.8K	0.06%	89
2023 Q3	$170K	Buy	583 +89	+18%	+$27.8K	0.07%	74
2023 Q2	$169K	Hold	494	–	–	0.07%	72
2023 Q1	$126K	Sell	494 -53	-10%	-$13.1K	0.06%	87
2022 Q4	$145K	Buy	547 +469	+601%	+$114K	0.07%	80
2022 Q3	$15K	Hold	78	–	–	0.01%	159
2022 Q2	$16K	Hold	78	–	–	0.01%	147
2022 Q1	$24K	Hold	78	–	–	0.02%	137
2021 Q4	$28K	Hold	78	–	–	0.02%	129
2021 Q3	$26K	Hold	78	–	–	0.02%	133
2021 Q2	$24K	Hold	78	–	–	0.02%	126
2021 Q1	$19K	Hold	78	–	–	0.02%	123
2020 Q4	$21K	Buy	+78	New	+$19.4K	0.02%	117

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

Ritter Daniher Financial Advisory's ISRG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 403 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #183.

Ritter Daniher Financial Advisory first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $263K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ritter Daniher Financial Advisory held 403 shares of Intuitive Surgical worth $160K as of Q2 2026.
Ritter Daniher Financial Advisory left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #183 holding.
Ritter Daniher Financial Advisory first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Intuitive Surgical position peaked at $263K in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.