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Sylvest Advisors’s Intuitive Surgical ISRG Stock Holding History

Sylvest 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 		$306K Sell
769
-250
-25% -$109K 0.14% 69
2026
Q1 		$470K Hold
1,019
– – 0.25% 55
2025
Q4 		$577K Hold
1,019
– – 0.31% 43
2025
Q3 		$456K Sell
1,019
-200
-16% -$96K 0.24% 60
2025
Q2 		$662K Sell
1,219
-510
-29% -$267K 0.38% 35
2025
Q1 		$856K Sell
1,729
-1,246
-42% -$689K 0.54% 29
2024
Q4 		$1.55M Buy
+2,975
New +$1.55M 0.95% 15

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

Sylvest Advisors's ISRG Position: Q2 2026 in Review

Sylvest Advisors reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $109K and leaving 769 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #69.

Sylvest Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sylvest Advisors held 769 shares of Intuitive Surgical worth $306K as of Q2 2026.
  • Sylvest Advisors sold 250 Intuitive Surgical shares in Q2 2026, an estimated $109K.
  • Intuitive Surgical made up 0.14% of Sylvest Advisors's portfolio in Q2 2026, its #69 holding.
  • Sylvest Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Sylvest Advisors's Intuitive Surgical position peaked at $1.55M in Q4 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.