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Summit Financial’s Intuitive Surgical ISRG Stock Holding History

Summit Financial’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 		$3.51M Sell
8,830
-832
-9% -$363K 0.04% 447
2026
Q1 		$4.45M Sell
9,662
-4,762
-33% -$2.41M 0.06% 344
2025
Q4 		$8.17M Sell
14,424
-38
-0.3% -$20.2K 0.12% 160
2025
Q3 		$6.47M Buy
14,462
+5,626
+64% +$2.7M 0.1% 200
2025
Q2 		$4.8M Buy
8,836
+636
+8% +$333K 0.11% 166
2025
Q1 		$4.06M Sell
8,200
-227
-3% -$126K 0.11% 157
2024
Q4 		$4.4M Buy
8,427
+1,865
+28% +$971K 0.15% 117
2024
Q3 		$3.22M Buy
6,562
+500
+8% +$233K 0.13% 127
2024
Q2 		$2.7M Buy
6,062
+2,450
+68% +$976K 0.12% 118
2024
Q1 		$1.44M Sell
3,612
-140
-4% -$52.9K 0.09% 140
2023
Q4 		$1.27M Buy
3,752
+565
+18% +$168K 0.08% 151
2023
Q3 		$931K Buy
3,187
+665
+26% +$208K 0.07% 168
2023
Q2 		$862K Buy
2,522
+271
+12% +$82K 0.06% 169
2023
Q1 		$575K Buy
2,251
+236
+12% +$58.1K 0.05% 161
2022
Q4 		$535K Buy
+2,015
New +$491K 0.05% 163
2022
Q2 		– Sell
-1,404
Closed -$424K – 241
2022
Q1 		$424K Buy
1,404
+72
+5% +$21K 0.03% 195
2021
Q4 		$479K Buy
1,332
+99
+8% +$34.1K 0.04% 167
2021
Q3 		$409K Buy
+1,233
New +$414K 0.04% 160

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

Summit Financial's ISRG Position: Q2 2026 in Review

Summit Financial reduced its Intuitive Surgical (ISRG) stake by 8.6% in Q2 2026, selling an estimated $363K and leaving 8,830 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #447.

Summit Financial first reported a position in ISRG in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.17M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Summit Financial held 8,830 shares of Intuitive Surgical worth $3.51M as of Q2 2026.
  • Summit Financial sold 832 Intuitive Surgical shares in Q2 2026, an estimated $363K.
  • Intuitive Surgical made up 0.04% of Summit Financial's portfolio in Q2 2026, its #447 holding.
  • Summit Financial first reported a position in Intuitive Surgical in Q3 2021 and has held it in 18 quarters since.
  • Summit Financial's Intuitive Surgical position peaked at $8.17M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.