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Spartan Wealth Advisory Services LLC’s Intuitive Surgical ISRG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.71M Buy
4,295
+36
+0.8% +$15.7K 0.14% 132
2026
Q1 		$1.96M Buy
+4,259
New +$2.15M 0.17% 112

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

Spartan Wealth Advisory Services LLC's ISRG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Intuitive Surgical (ISRG) stake by 0.85% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,295 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #132.

Spartan Wealth Advisory Services LLC first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.96M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 4,295 shares of Intuitive Surgical worth $1.71M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 36 Intuitive Surgical shares in Q2 2026, an estimated $15.7K.
  • Intuitive Surgical made up 0.14% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #132 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Intuitive Surgical position peaked at $1.96M in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.