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Strategic Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Strategic Investment 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 		$152K Sell
383
-38
-9% -$16.6K 0.01% 343
2026
Q1 		$194K Buy
+421
New +$213K 0.01% 311

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 Investment Advisors's ISRG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 9% in Q2 2026, selling an estimated $16.6K and leaving 383 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #343.

Strategic Investment Advisors first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $194K in Q1 2026. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Strategic Investment Advisors held 383 shares of Intuitive Surgical worth $152K as of Q2 2026.
  • Strategic Investment Advisors sold 38 Intuitive Surgical shares in Q2 2026, an estimated $16.6K.
  • Intuitive Surgical made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Strategic Investment Advisors first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Intuitive Surgical position peaked at $194K in Q1 2026.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.