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Strategic Advisors’s Intuitive Surgical ISRG Stock Holding History

Strategic 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 		$1.67M Sell
4,188
-6,372
-60% -$2.78M 0.36% 51
2026
Q1 		$4.87M Sell
10,560
-404
-4% -$204K 0.81% 35
2025
Q4 		$6.21M Buy
10,964
+567
+5% +$302K 0.97% 28
2025
Q3 		$4.65M Buy
10,397
+4,031
+63% +$1.93M 0.75% 29
2025
Q2 		$3.46M Buy
6,366
+2,471
+63% +$1.29M 0.68% 30
2025
Q1 		$1.93M Buy
3,895
+3,261
+514% +$1.8M 0.37% 58
2024
Q4 		$331K Buy
634
+10
+2% +$5.21K 0.06% 163
2024
Q3 		$307K Hold
624
– – 0.06% 176
2024
Q2 		$278K Buy
624
+5
+0.8% +$1.99K 0.05% 176
2024
Q1 		$247K Sell
619
-12
-2% -$4.53K 0.05% 182
2023
Q4 		$213K Buy
+631
New +$188K 0.04% 191
2023
Q3 		– Sell
-592
Closed -$202K – 199
2023
Q2 		$202K Buy
+592
New +$179K 0.04% 184
2022
Q2 		– Sell
-903
Closed -$272K – 197
2022
Q1 		$272K Sell
903
-5,526
-86% -$1.61M 0.05% 166
2021
Q4 		$2.31M Buy
+6,429
New +$2.21M 0.33% 70

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

Strategic Advisors's ISRG Position: Q2 2026 in Review

Strategic Advisors reduced its Intuitive Surgical (ISRG) stake by 60% in Q2 2026, selling an estimated $2.78M and leaving 4,188 shares worth $1.67M. The position accounts for 0.36% of the portfolio, ranked #51.

Strategic Advisors first reported a position in ISRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.21M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Strategic Advisors held 4,188 shares of Intuitive Surgical worth $1.67M as of Q2 2026.
  • Strategic Advisors sold 6,372 Intuitive Surgical shares in Q2 2026, an estimated $2.78M.
  • Intuitive Surgical made up 0.36% of Strategic Advisors's portfolio in Q2 2026, its #51 holding.
  • Strategic Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 14 quarters since.
  • Strategic Advisors's Intuitive Surgical position peaked at $6.21M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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