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Sunburst Financial Group’s Intuitive Surgical ISRG Stock Holding History

Sunburst Financial Group’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 		$228K Buy
574
+31
+6% +$13.5K 0.04% 124
2026
Q1 		$250K Buy
543
+58
+12% +$29.3K 0.05% 111
2025
Q4 		$275K Buy
485
+20
+4% +$10.6K 0.06% 102
2025
Q3 		$208K Buy
+465
New +$223K 0.04% 115

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

Sunburst Financial Group's ISRG Position: Q2 2026 in Review

Sunburst Financial Group increased its Intuitive Surgical (ISRG) stake by 5.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 574 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #124.

Sunburst Financial Group first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sunburst Financial Group held 574 shares of Intuitive Surgical worth $228K as of Q2 2026.
  • Sunburst Financial Group bought 31 Intuitive Surgical shares in Q2 2026, an estimated $13.5K.
  • Intuitive Surgical made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #124 holding.
  • Sunburst Financial Group first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Sunburst Financial Group's Intuitive Surgical position peaked at $275K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.