SFS
ISRG icon

Sunrise Financial Services’s Intuitive Surgical ISRG Stock Holding History

Sunrise Financial Services’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 		$91.1K Buy
229
+40
+21% +$17.5K 0.05% 89
2026
Q1 		$87.1K Sell
189
-40
-17% -$20.2K 0.06% 86
2025
Q4 		$130K Buy
+229
New +$122K 0.1% 69

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

Sunrise Financial Services's ISRG Position: Q2 2026 in Review

Sunrise Financial Services increased its Intuitive Surgical (ISRG) stake by 21% in Q2 2026, buying an estimated $17.5K and bringing the position to 229 shares worth $91.1K. The position accounts for 0.05% of the portfolio, ranked #89.

Sunrise Financial Services first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sunrise Financial Services held 229 shares of Intuitive Surgical worth $91.1K as of Q2 2026.
  • Sunrise Financial Services bought 40 Intuitive Surgical shares in Q2 2026, an estimated $17.5K.
  • Intuitive Surgical made up 0.05% of Sunrise Financial Services's portfolio in Q2 2026, its #89 holding.
  • Sunrise Financial Services first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Intuitive Surgical position peaked at $130K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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