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Sun Financial’s Intuitive Surgical ISRG Stock Holding History

Sun 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 		$362K Buy
+919
New +$401K 0.17% 110
2026
Q1 		– Sell
-500
Closed -$283K – 162
2025
Q4 		$283K Buy
+500
New +$266K 0.16% 136

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 $3.38T AUM 44.17% 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

Sun Financial's ISRG Position: Q2 2026 in Review

Sun Financial opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 919 shares worth $362K. The stake represents 0.17% of the portfolio and ranks #110 among its holdings. This is a return to the name: Sun Financial previously reported a position in ISRG as recently as Q4 2025.

Sun Financial first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sun Financial held 919 shares of Intuitive Surgical worth $362K as of Q2 2026.
  • Intuitive Surgical was a new Sun Financial position in Q2 2026.
  • Intuitive Surgical made up 0.17% of Sun Financial's portfolio in Q2 2026, its #110 holding.
  • Sun Financial first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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