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SYM Financial Corp’s Intuitive Surgical ISRG Stock Holding History

SYM Financial Corp’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 		– Sell
-489
Closed -$225K – 551
2026
Q1 		$225K Buy
489
+126
+35% +$63.7K 0.02% 287
2025
Q4 		$206K Buy
+363
New +$193K 0.02% 313
2025
Q3 		– Sell
-2,288
Closed -$1.24M – 440
2025
Q2 		$1.24M Buy
2,288
+27
+1% +$14.1K 0.14% 45
2025
Q1 		$1.12M Buy
+2,261
New +$1.25M 0.14% 46

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

SYM Financial Corp's ISRG Position: Q2 2026 in Review

SYM Financial Corp sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 489 shares — an estimated $225K sold.

SYM Financial Corp first reported a position in ISRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.24M in Q2 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SYM Financial Corp reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 489 Intuitive Surgical shares in Q2 2026, an estimated $225K.
  • SYM Financial Corp first reported a position in Intuitive Surgical in Q1 2025 and held it in 4 quarters.
  • SYM Financial Corp's Intuitive Surgical position peaked at $1.24M in Q2 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.