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Sound View Wealth Advisors Group’s Intuitive Surgical ISRG Stock Holding History

Sound View Wealth Advisors Group’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 		$972K Sell
2,444
-13
-0.5% -$5.68K 0.06% 199
2026
Q1 		$1.13M Sell
2,457
-166
-6% -$84K 0.08% 175
2025
Q4 		$1.49M Sell
2,623
-23
-0.9% -$12.2K 0.1% 152
2025
Q3 		$1.18M Sell
2,646
-127
-5% -$60.9K 0.08% 180
2025
Q2 		$1.51M Sell
2,773
-123
-4% -$64.3K 0.11% 151
2025
Q1 		$1.43M Buy
2,896
+32
+1% +$17.7K 0.12% 143
2024
Q4 		$1.49M Sell
2,864
-28
-1% -$14.6K 0.12% 142
2024
Q3 		$1.42M Buy
2,892
+92
+3% +$42.8K 0.12% 151
2024
Q2 		$1.25M Sell
2,800
-32
-1% -$12.7K 0.13% 140
2024
Q1 		$1.13M Sell
2,832
-84
-3% -$31.7K 0.12% 150
2023
Q4 		$984K Buy
2,916
+33
+1% +$9.84K 0.11% 158
2023
Q3 		$843K Sell
2,883
-7
-0.2% -$2.19K 0.1% 162
2023
Q2 		$988K Buy
2,890
+25
+0.9% +$7.56K 0.13% 148
2023
Q1 		$732K Sell
2,865
-51
-2% -$12.6K 0.1% 179
2022
Q4 		$984K Buy
2,916
+477
+20% +$116K 0.11% 158
2022
Q3 		$457K Buy
2,439
+36
+1% +$7.73K 0.1% 172
2022
Q2 		$482K Sell
2,403
-82
-3% -$19.2K 0.1% 169
2022
Q1 		$750K Buy
2,485
+43
+2% +$12.6K 0.14% 140
2021
Q4 		$877K Hold
2,442
– – 0.17% 126
2021
Q3 		$809K Sell
2,442
-102
-4% -$34.3K 0.17% 135
2021
Q2 		$780K Hold
2,544
– – 0.16% 129
2021
Q1 		$627K Sell
2,544
-243
-9% -$61.1K 0.15% 138
2020
Q4 		$760K Hold
2,787
– – 0.19% 119
2020
Q3 		$659K Sell
2,787
-33
-1% -$7.41K 0.17% 124
2020
Q2 		$536K Sell
2,820
-306
-10% -$54.9K 0.15% 127
2020
Q1 		$516K Buy
3,126
+36
+1% +$6.59K 0.18% 119
2019
Q4 		$609K Buy
3,090
+45
+1% +$8.43K 0.17% 126
2019
Q3 		$548K Sell
3,045
-60
-2% -$10.4K 0.16% 131
2019
Q2 		$543K Buy
+3,105
New +$532K 0.16% 136

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

Sound View Wealth Advisors Group's ISRG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Intuitive Surgical (ISRG) stake by 0.53% in Q2 2026, selling an estimated $5.68K and leaving 2,444 shares worth $972K. The position accounts for 0.06% of the portfolio, ranked #199.

Sound View Wealth Advisors Group first reported a position in ISRG in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.51M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,444 shares of Intuitive Surgical worth $972K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 13 Intuitive Surgical shares in Q2 2026, an estimated $5.68K.
  • Intuitive Surgical made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #199 holding.
  • Sound View Wealth Advisors Group first reported a position in Intuitive Surgical in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Intuitive Surgical position peaked at $1.51M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.