Steel Grove Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Steel Grove Capital 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	-1,087	Closed	-$501K	–	231
2026 Q1	$501K	Sell	1,087 -41	-4%	-$20.7K	0.05%	139
2025 Q4	$639K	Buy	1,128 +178	+19%	+$94.8K	0.07%	109
2025 Q3	$516K	Hold	950	–	–	0.06%	122
2025 Q2	$516K	Buy	+950	New	+$497K	0.06%	123
2025 Q1	–	Sell	-1,015	Closed	-$530K	–	180
2024 Q4	$530K	Sell	1,015 -34	-3%	-$17.7K	0.07%	110
2024 Q3	$503K	Buy	1,049 +40	+4%	+$18.6K	0.07%	115
2024 Q2	$449K	Buy	1,009 +450	+81%	+$179K	0.06%	123
2024 Q1	$223K	Buy	+559	New	+$211K	0.03%	199

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 $3.38T AUM 44.17% 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

Steel Grove Capital Advisors's ISRG Position: Q2 2026 in Review

Steel Grove Capital Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 1,087 shares — an estimated $501K sold.

Steel Grove Capital Advisors first reported a position in ISRG in Q1 2024 and held it in 8 quarters. The position peaked at $639K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Steel Grove Capital Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Steel Grove Capital Advisors sold 1,087 Intuitive Surgical shares in Q2 2026, an estimated $501K.
Steel Grove Capital Advisors first reported a position in Intuitive Surgical in Q1 2024 and held it in 8 quarters.
Steel Grove Capital Advisors's Intuitive Surgical position peaked at $639K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.