Sargent Investment Group’s Intuitive Surgical ISRG Stock Holding History

Sargent Investment 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	$1.24M	Buy	3,113 +387	+14%	+$169K	0.15%	116
2026 Q1	$1.26M	Buy	2,726 +180	+7%	+$91.1K	0.17%	104
2025 Q4	$1.44M	Buy	+2,546	New	+$1.36M	0.18%	92
2025 Q3	–	Sell	-2,290	Closed	-$1.09M	–	173
2025 Q2	$1.09M	Buy	2,290 +1,706	+292%	+$892K	0.15%	94
2025 Q1	$289K	Sell	584 -40	-6%	-$22.1K	0.05%	195
2024 Q4	$337K	Buy	624 +15	+2%	+$7.81K	0.06%	173
2024 Q3	$299K	Buy	609 +8	+1%	+$3.72K	0.05%	165
2024 Q2	$267K	Buy	+601	New	+$239K	0.05%	173

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

Sargent Investment Group's ISRG Position: Q2 2026 in Review

Sargent Investment Group increased its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, buying an estimated $169K and bringing the position to 3,113 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #116.

Sargent Investment Group first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Sargent Investment Group held 3,113 shares of Intuitive Surgical worth $1.24M as of Q2 2026.
Sargent Investment Group bought 387 Intuitive Surgical shares in Q2 2026, an estimated $169K.
Intuitive Surgical made up 0.15% of Sargent Investment Group's portfolio in Q2 2026, its #116 holding.
Sargent Investment Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Sargent Investment Group's Intuitive Surgical position peaked at $1.44M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.