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Savvy Advisors Inc’s Intuitive Surgical ISRG Stock Holding History

Savvy Advisors Inc’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 		$1.25M Buy
3,155
+30
+1% +$13.1K 0.03% 454
2026
Q1 		$1.44M Buy
3,125
+1,076
+53% +$544K 0.04% 345
2025
Q4 		$1.16M Buy
2,049
+1,140
+125% +$607K 0.04% 337
2025
Q3 		$407K Buy
909
+147
+19% +$70.5K 0.02% 506
2025
Q2 		$414K Buy
762
+216
+40% +$113K 0.03% 400
2025
Q1 		$270K Buy
546
+102
+23% +$56.4K 0.03% 412
2024
Q4 		$232K Sell
444
-560
-56% -$292K 0.03% 393
2024
Q3 		$493K Buy
+1,004
New +$467K 0.1% 183

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's ISRG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Intuitive Surgical (ISRG) stake by 0.96% in Q2 2026, buying an estimated $13.1K and bringing the position to 3,155 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #454.

Savvy Advisors Inc first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Savvy Advisors Inc held 3,155 shares of Intuitive Surgical worth $1.25M as of Q2 2026.
  • Savvy Advisors Inc bought 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
  • Intuitive Surgical made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #454 holding.
  • Savvy Advisors Inc first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Intuitive Surgical position peaked at $1.44M in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.