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Symphony Financial’s Intuitive Surgical ISRG Stock Holding History

Symphony 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 		$1.2M Buy
2,961
+246
+9% +$107K 0.13% 114
2026
Q1 		$1.24M Buy
2,715
+195
+8% +$98.7K 0.16% 100
2025
Q4 		$1.44M Sell
2,520
-939
-27% -$500K 0.19% 95
2025
Q3 		$1.55M Sell
3,459
-8,002
-70% -$3.84M 0.19% 99
2025
Q2 		$1.89M Buy
11,461
+9,431
+465% +$4.93M 0.25% 81
2025
Q1 		$952K Buy
2,030
+1,644
+426% +$909K 0.56% 40
2024
Q4 		$233K Buy
+386
New +$201K 0.04% 205
2022
Q1 		– Sell
-867
Closed -$312K – 209
2021
Q4 		$312K Buy
867
+93
+12% +$32K 0.09% 145
2021
Q3 		$256K Sell
774
-102
-12% -$34.3K 0.09% 153
2021
Q2 		$268K Sell
876
-180
-17% -$50.5K 0.09% 149
2021
Q1 		$270K Buy
1,056
+174
+20% +$43.8K 0.07% 166
2020
Q4 		$235K Buy
882
+15
+2% +$3.73K 0.08% 145
2020
Q3 		$205K Buy
+867
New +$195K 0.08% 131

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

Symphony Financial's ISRG Position: Q2 2026 in Review

Symphony Financial increased its Intuitive Surgical (ISRG) stake by 9.1% in Q2 2026, buying an estimated $107K and bringing the position to 2,961 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #114.

Symphony Financial first reported a position in ISRG in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.89M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Symphony Financial held 2,961 shares of Intuitive Surgical worth $1.2M as of Q2 2026.
  • Symphony Financial bought 246 Intuitive Surgical shares in Q2 2026, an estimated $107K.
  • Intuitive Surgical made up 0.13% of Symphony Financial's portfolio in Q2 2026, its #114 holding.
  • Symphony Financial first reported a position in Intuitive Surgical in Q3 2020 and has held it in 13 quarters since.
  • Symphony Financial's Intuitive Surgical position peaked at $1.89M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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