Strategic Financial Concepts’s Intuitive Surgical ISRG Stock Holding History

Strategic Financial Concepts’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	$243K	Buy	611 +39	+7%	+$17K	0.07%	208
2026 Q1	$264K	Buy	+572	New	+$289K	0.07%	237
2025 Q4	–	Sell	-549	Closed	-$246K	–	201
2025 Q3	$246K	Sell	549 -14	-2%	-$6.72K	0.04%	227
2025 Q2	$306K	Sell	563 -53	-9%	-$27.7K	0.04%	196
2025 Q1	$305K	Hold	616	–	–	0.06%	235
2024 Q4	$322K	Buy	616 +1	+0.2%	+$521	0.06%	231
2024 Q3	$302K	Buy	615 +597	+3,317%	+$278K	0.1%	170
2024 Q2	$8.18K	Sell	18 -642	-97%	-$256K	﹤0.01%	430
2024 Q1	$263K	Buy	+660	New	+$249K	0.06%	249
2023 Q3	–	Sell	-861	Closed	-$294K	–	275
2023 Q2	$294K	Buy	861 +4	+0.5%	+$1.21K	0.11%	174
2023 Q1	$219K	Buy	+857	New	+$211K	0.09%	203

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

Strategic Financial Concepts's ISRG Position: Q2 2026 in Review

Strategic Financial Concepts increased its Intuitive Surgical (ISRG) stake by 6.8% in Q2 2026, buying an estimated $17K and bringing the position to 611 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #208.

Strategic Financial Concepts first reported a position in ISRG in Q1 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Strategic Financial Concepts held 611 shares of Intuitive Surgical worth $243K as of Q2 2026.
Strategic Financial Concepts bought 39 Intuitive Surgical shares in Q2 2026, an estimated $17K.
Intuitive Surgical made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #208 holding.
Strategic Financial Concepts first reported a position in Intuitive Surgical in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Intuitive Surgical position peaked at $322K in Q4 2024.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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