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Souders Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Souders Financial 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 		– Sell
-492
Closed -$227K – 235
2026
Q1 		$227K Sell
492
-952
-66% -$482K 0.03% 201
2025
Q4 		$818K Buy
1,444
+39
+3% +$20.8K 0.09% 102
2025
Q3 		$628K Sell
1,405
-211
-13% -$101K 0.07% 119
2025
Q2 		$878K Sell
1,616
-364
-18% -$190K 0.11% 96
2025
Q1 		$981K Sell
1,980
-744
-27% -$411K 0.14% 94
2024
Q4 		$1.42M Sell
2,724
-512
-16% -$267K 0.2% 85
2024
Q3 		$1.59M Buy
3,236
+2,220
+219% +$1.03M 0.22% 75
2024
Q2 		$452K Buy
1,016
+16
+2% +$6.37K 0.07% 126
2024
Q1 		$399K Sell
1,000
-3
-0.3% -$1.13K 0.06% 135
2023
Q4 		$338K Sell
1,003
-13
-1% -$3.88K 0.06% 139
2023
Q3 		$297K Buy
1,016
+5
+0.5% +$1.56K 0.06% 139
2023
Q2 		$346K Sell
1,011
-1
-0.1% -$303 0.07% 128
2023
Q1 		$259K Hold
1,012
– – 0.05% 137
2022
Q4 		$269K Buy
+1,012
New +$247K 0.06% 138
2022
Q3 		– Sell
-1,045
Closed -$210K – 153
2022
Q2 		$210K Buy
+1,045
New +$245K 0.06% 131

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

Souders Financial Advisors's ISRG Position: Q2 2026 in Review

Souders Financial Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 492 shares — an estimated $227K sold.

Souders Financial Advisors first reported a position in ISRG in Q2 2022 and held it in 15 quarters. The position peaked at $1.59M in Q3 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Souders Financial Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 492 Intuitive Surgical shares in Q2 2026, an estimated $227K.
  • Souders Financial Advisors first reported a position in Intuitive Surgical in Q2 2022 and held it in 15 quarters.
  • Souders Financial Advisors's Intuitive Surgical position peaked at $1.59M in Q3 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.