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Stokes Family Office’s Intuitive Surgical ISRG Stock Holding History

Stokes Family Office’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 		$404K Buy
1,016
+4
+0.4% +$1.75K 0.05% 205
2026
Q1 		$467K Sell
1,012
-146
-13% -$73.9K 0.05% 191
2025
Q4 		$656K Buy
1,158
+153
+15% +$81.5K 0.06% 170
2025
Q3 		$449K Buy
1,005
+5
+0.5% +$2.4K 0.04% 191
2025
Q2 		$543K Buy
1,000
+2
+0.2% +$1.05K 0.06% 158
2025
Q1 		$494K Hold
998
– – 0.06% 159
2024
Q4 		$521K Sell
998
-8
-0.8% -$4.17K 0.06% 159
2024
Q3 		$494K Hold
1,006
– – 0.05% 155
2024
Q2 		$448K Buy
1,006
+41
+4% +$16.3K 0.05% 157
2024
Q1 		$385K Buy
965
+110
+13% +$41.6K 0.05% 168
2023
Q4 		$288K Sell
855
-357
-29% -$106K 0.04% 183
2023
Q3 		$354K Buy
1,212
+59
+5% +$18.4K 0.04% 219
2023
Q2 		$394K Buy
1,153
+37
+3% +$11.2K 0.05% 208
2023
Q1 		$285K Sell
1,116
-814
-42% -$201K 0.04% 229
2022
Q4 		$512K Buy
1,930
+56
+3% +$13.7K 0.07% 161
2022
Q3 		$351K Sell
1,874
-117
-6% -$25.1K 0.05% 187
2022
Q2 		$400K Buy
1,991
+374
+23% +$87.7K 0.05% 179
2022
Q1 		$488K Buy
1,617
+430
+36% +$126K 0.06% 167
2021
Q4 		$426K Buy
1,187
+47
+4% +$16.2K 0.05% 162
2021
Q3 		$378K Buy
1,140
+12
+1% +$4.03K 0.05% 165
2021
Q2 		$346K Buy
1,128
+132
+13% +$37K 0.05% 166
2021
Q1 		$245K Sell
996
-3
-0.3% -$755 0.04% 177
2020
Q4 		$272K Buy
999
+9
+0.9% +$2.23K 0.05% 142
2020
Q3 		$234K Buy
+990
New +$222K 0.05% 135

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

Stokes Family Office's ISRG Position: Q2 2026 in Review

Stokes Family Office increased its Intuitive Surgical (ISRG) stake by 0.4% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,016 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #205.

Stokes Family Office first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $656K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Stokes Family Office held 1,016 shares of Intuitive Surgical worth $404K as of Q2 2026.
  • Stokes Family Office bought 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
  • Intuitive Surgical made up 0.05% of Stokes Family Office's portfolio in Q2 2026, its #205 holding.
  • Stokes Family Office first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Stokes Family Office's Intuitive Surgical position peaked at $656K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.