Secure Asset Management’s Intuitive Surgical ISRG Stock Holding History

Secure Asset Management’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	$626K	Sell	1,575 -209	-12%	-$91.3K	0.09%	164
2026 Q1	$822K	Buy	1,784 +1,022	+134%	+$517K	0.13%	140
2025 Q4	$432K	Buy	762 +30	+4%	+$16K	0.07%	214
2025 Q3	$321K	Sell	732 -142	-16%	-$68.1K	0.05%	236
2025 Q2	$475K	Sell	874 -419	-32%	-$219K	0.09%	192
2025 Q1	$640K	Sell	1,293 -234	-15%	-$129K	0.13%	152
2024 Q4	$797K	Sell	1,527 -7	-0.5%	-$3.65K	0.12%	150
2024 Q3	$754K	Buy	1,534 +87	+6%	+$40.5K	0.13%	150
2024 Q2	$644K	Buy	+1,447	New	+$576K	0.12%	147

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

Secure Asset Management's ISRG Position: Q2 2026 in Review

Secure Asset Management reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $91.3K and leaving 1,575 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #164.

Secure Asset Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $822K in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Secure Asset Management held 1,575 shares of Intuitive Surgical worth $626K as of Q2 2026.
Secure Asset Management sold 209 Intuitive Surgical shares in Q2 2026, an estimated $91.3K.
Intuitive Surgical made up 0.09% of Secure Asset Management's portfolio in Q2 2026, its #164 holding.
Secure Asset Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Intuitive Surgical position peaked at $822K in Q1 2026.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.