Soltis Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Soltis Investment 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	$348K	Sell	876 -201	-19%	-$87.8K	0.02%	446
2026 Q1	$496K	Buy	1,077 +112	+12%	+$56.7K	0.03%	335
2025 Q4	$547K	Buy	965 +172	+22%	+$91.6K	0.04%	309
2025 Q3	$355K	Sell	793 -22	-3%	-$10.6K	0.02%	348
2025 Q2	$443K	Buy	815 +174	+27%	+$91K	0.03%	267
2025 Q1	$318K	Buy	641 +59	+10%	+$32.6K	0.03%	292
2024 Q4	$304K	Buy	582 +63	+12%	+$32.8K	0.03%	286
2024 Q3	$255K	Buy	519 +58	+13%	+$27K	0.02%	302
2024 Q2	$205K	Buy	+461	New	+$184K	0.02%	312

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

Soltis Investment Advisors's ISRG Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $87.8K and leaving 876 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #446.

Soltis Investment Advisors first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $547K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Soltis Investment Advisors held 876 shares of Intuitive Surgical worth $348K as of Q2 2026.
Soltis Investment Advisors sold 201 Intuitive Surgical shares in Q2 2026, an estimated $87.8K.
Intuitive Surgical made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #446 holding.
Soltis Investment Advisors first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Soltis Investment Advisors's Intuitive Surgical position peaked at $547K in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.