SSA
ISRG icon

Sierra Summit Advisors’s Intuitive Surgical ISRG Stock Holding History

Sierra Summit 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 		$5.23M Sell
13,151
-11,544
-47% -$5.04M 0.58% 38
2026
Q1 		$11.4M Buy
24,695
+244
+1% +$123K 1.65% 21
2025
Q4 		$13.8M Buy
24,451
+148
+0.6% +$78.8K 2.12% 16
2025
Q3 		$10.9M Buy
24,303
+1,300
+6% +$624K 1.66% 23
2025
Q2 		$12.5M Buy
23,003
+1,745
+8% +$912K 2.23% 15
2025
Q1 		$10.5M Sell
21,258
-191
-0.9% -$106K 2.28% 12
2024
Q4 		$11.2M Sell
21,449
-5
-0% -$2.6K 2.25% 16
2024
Q3 		$10.5M Sell
21,454
-5,735
-21% -$2.67M 2.42% 13
2024
Q2 		$12.1M Buy
27,189
+204
+0.8% +$81.3K 3% 5
2024
Q1 		$10.8M Buy
26,985
+1,682
+7% +$636K 2.93% 6
2023
Q4 		$8.54M Buy
+25,303
New +$7.54M 2.49% 6

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

Sierra Summit Advisors's ISRG Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Intuitive Surgical (ISRG) stake by 47% in Q2 2026, selling an estimated $5.04M and leaving 13,151 shares worth $5.23M. The position accounts for 0.58% of the portfolio, ranked #38.

Sierra Summit Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sierra Summit Advisors held 13,151 shares of Intuitive Surgical worth $5.23M as of Q2 2026.
  • Sierra Summit Advisors sold 11,544 Intuitive Surgical shares in Q2 2026, an estimated $5.04M.
  • Intuitive Surgical made up 0.58% of Sierra Summit Advisors's portfolio in Q2 2026, its #38 holding.
  • Sierra Summit Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Intuitive Surgical position peaked at $13.8M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.