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Roberts Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Roberts 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 		$3.79M Buy
9,536
+641
+7% +$280K 0.86% 36
2026
Q1 		$4.1M Buy
8,895
+481
+6% +$243K 1.04% 30
2025
Q4 		$4.77M Buy
8,414
+262
+3% +$139K 1.24% 24
2025
Q3 		$3.65M Buy
+8,152
New +$3.91M 0.97% 37

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

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

Roberts Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 7.2% in Q2 2026, buying an estimated $280K and bringing the position to 9,536 shares worth $3.79M. The position accounts for 0.86% of the portfolio, ranked #36.

Roberts Wealth Advisors first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.77M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Roberts Wealth Advisors held 9,536 shares of Intuitive Surgical worth $3.79M as of Q2 2026.
  • Roberts Wealth Advisors bought 641 Intuitive Surgical shares in Q2 2026, an estimated $280K.
  • Intuitive Surgical made up 0.86% of Roberts Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Roberts Wealth Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Roberts Wealth Advisors's Intuitive Surgical position peaked at $4.77M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.