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SFMG Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

SFMG 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 		$6.45M Buy
16,224
+14,115
+669% +$6.17M 0.39% 33
2026
Q1 		$972K Sell
2,109
-27
-1% -$13.7K 0.07% 117
2025
Q4 		$1.21M Buy
2,136
+1,130
+112% +$602K 0.08% 97
2025
Q3 		$450K Buy
1,006
+586
+140% +$281K 0.03% 186
2025
Q2 		$228K Buy
+420
New +$220K 0.02% 244

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

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

SFMG Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 669% in Q2 2026, buying an estimated $6.17M and bringing the position to 16,224 shares worth $6.45M. The position accounts for 0.39% of the portfolio, ranked #33.

SFMG Wealth Advisors first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SFMG Wealth Advisors held 16,224 shares of Intuitive Surgical worth $6.45M as of Q2 2026.
  • SFMG Wealth Advisors bought 14,115 Intuitive Surgical shares in Q2 2026, an estimated $6.17M.
  • Intuitive Surgical made up 0.39% of SFMG Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • SFMG Wealth Advisors first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.