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Strategic Advocates’s Intuitive Surgical ISRG Stock Holding History

Strategic Advocates’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 		$139K Sell
350
-24
-6% -$10.5K 0.54% 47
2026
Q1 		$172K Sell
374
-6,742
-95% -$3.41M 0.76% 29
2025
Q4 		$4.07M Buy
7,116
+550
+8% +$293K 1.04% 20
2025
Q3 		$2.94M Sell
6,566
-504
-7% -$242K 0.76% 23
2025
Q2 		$3.84M Buy
7,070
+182
+3% +$95.2K 1.14% 18
2025
Q1 		$3.41M Sell
6,888
-905
-12% -$500K 1.19% 17
2024
Q4 		$4.07M Sell
7,793
-1,337
-15% -$696K 1.37% 17
2024
Q3 		$4.49M Sell
9,130
-883
-9% -$411K 1.61% 13
2024
Q2 		$4.45M Buy
10,013
+184
+2% +$73.3K 1.77% 13
2024
Q1 		$3.92M Buy
9,829
+2,032
+26% +$768K 1.51% 13
2023
Q4 		$2.63M Buy
7,797
+495
+7% +$148K 1.12% 21
2023
Q3 		$2.13M Buy
+7,302
New +$2.28M 1% 19

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 Advocates's ISRG Position: Q2 2026 in Review

Strategic Advocates reduced its Intuitive Surgical (ISRG) stake by 6.4% in Q2 2026, selling an estimated $10.5K and leaving 350 shares worth $139K. The position accounts for 0.54% of the portfolio, ranked #47.

Strategic Advocates first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q3 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Strategic Advocates held 350 shares of Intuitive Surgical worth $139K as of Q2 2026.
  • Strategic Advocates sold 24 Intuitive Surgical shares in Q2 2026, an estimated $10.5K.
  • Intuitive Surgical made up 0.54% of Strategic Advocates's portfolio in Q2 2026, its #47 holding.
  • Strategic Advocates first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Intuitive Surgical position peaked at $4.49M in Q3 2024.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.