SageView Advisory Group’s Intuitive Surgical ISRG Stock Holding History

SageView Advisory Group’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	$1.22M	Sell	3,068 -124	-4%	-$54.2K	0.04%	223
2026 Q1	$1.47M	Sell	3,192 -254	-7%	-$129K	0.05%	183
2025 Q4	$1.95M	Buy	3,446 +107	+3%	+$57K	0.07%	151
2025 Q3	$1.49M	Sell	3,339 -223	-6%	-$107K	0.05%	207
2025 Q2	$1.76M	Buy	3,562 +369	+12%	+$193K	0.07%	153
2025 Q1	$1.58M	Sell	3,193 -303	-9%	-$168K	0.07%	151
2024 Q4	$1.82M	Buy	3,496 +653	+23%	+$340K	0.08%	132
2024 Q3	$1.4M	Sell	2,843 -1,299	-31%	-$605K	0.07%	151
2024 Q2	$1.84M	Buy	4,142 +3,700	+837%	+$1.47M	0.09%	132
2024 Q1	$287K	Sell	442 -4,484	-91%	-$1.69M	0.01%	427
2023 Q4	$1.86M	Buy	4,926 +4,241	+619%	+$1.26M	0.08%	152
2023 Q3	$200K	Buy	685 +22	+3%	+$6.87K	0.01%	508
2023 Q2	$227K	Buy	+663	New	+$201K	0.01%	508

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

SageView Advisory Group's ISRG Position: Q2 2026 in Review

SageView Advisory Group reduced its Intuitive Surgical (ISRG) stake by 3.9% in Q2 2026, selling an estimated $54.2K and leaving 3,068 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #223.

SageView Advisory Group first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

SageView Advisory Group held 3,068 shares of Intuitive Surgical worth $1.22M as of Q2 2026.
SageView Advisory Group sold 124 Intuitive Surgical shares in Q2 2026, an estimated $54.2K.
Intuitive Surgical made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #223 holding.
SageView Advisory Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
SageView Advisory Group's Intuitive Surgical position peaked at $1.95M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.