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Sovran Advisors’s Intuitive Surgical ISRG Stock Holding History

Sovran 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 		$1.41M Buy
3,888
+60
+2% +$26.2K 0.1% 213
2026
Q1 		$1.75M Buy
3,828
+907
+31% +$459K 0.14% 168
2025
Q4 		$1.58M Buy
2,921
+1,433
+96% +$763K 0.13% 168
2025
Q3 		$789K Buy
1,488
+41
+3% +$19.7K 0.07% 254
2025
Q2 		$763K Buy
1,447
+713
+97% +$373K 0.08% 247
2025
Q1 		$354K Buy
734
+270
+58% +$149K 0.05% 340
2024
Q4 		$250K Buy
+464
New +$242K 0.04% 369

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

Sovran Advisors's ISRG Position: Q2 2026 in Review

Sovran Advisors increased its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, buying an estimated $26.2K and bringing the position to 3,888 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #213.

Sovran Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sovran Advisors held 3,888 shares of Intuitive Surgical worth $1.41M as of Q2 2026.
  • Sovran Advisors bought 60 Intuitive Surgical shares in Q2 2026, an estimated $26.2K.
  • Intuitive Surgical made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #213 holding.
  • Sovran Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Intuitive Surgical position peaked at $1.75M in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.