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Tandem Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Tandem Investment 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 		$3.1M Sell
7,793
-2,178
-22% -$952K 0.21% 39
2026
Q1 		$4.6M Sell
9,971
-794
-7% -$402K 0.23% 35
2025
Q4 		$6.1M Buy
10,765
+1,546
+17% +$823K 0.23% 32
2025
Q3 		$4.12M Buy
9,219
+396
+4% +$190K 0.14% 38
2025
Q2 		$4.79M Buy
8,823
+85
+1% +$44.4K 0.17% 37
2025
Q1 		$4.33M Sell
8,738
-1,216
-12% -$672K 0.15% 39
2024
Q4 		$5.2M Buy
9,954
+182
+2% +$94.8K 0.2% 35
2024
Q3 		$4.8M Sell
9,772
-2,133
-18% -$993K 0.18% 36
2024
Q2 		$5.3M Buy
11,905
+124
+1% +$49.4K 0.21% 38
2024
Q1 		$4.7M Sell
11,781
-270
-2% -$102K 0.18% 40
2023
Q4 		$4.07M Sell
12,051
-745
-6% -$222K 0.16% 42
2023
Q3 		$3.74M Buy
12,796
+297
+2% +$92.8K 0.16% 43
2023
Q2 		$4.27M Sell
12,499
-605
-5% -$183K 0.19% 42
2023
Q1 		$3.35M Buy
13,104
+439
+3% +$108K 0.16% 45
2022
Q4 		$3.36M Buy
12,665
+394
+3% +$96.1K 0.17% 44
2022
Q3 		$2.3M Buy
12,271
+2,810
+30% +$604K 0.13% 49
2022
Q2 		$1.9M Buy
+9,461
New +$2.22M 0.11% 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

Tandem Investment Advisors's ISRG Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, selling an estimated $952K and leaving 7,793 shares worth $3.1M. The position accounts for 0.21% of the portfolio, ranked #39.

Tandem Investment Advisors first reported a position in ISRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.1M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Tandem Investment Advisors held 7,793 shares of Intuitive Surgical worth $3.1M as of Q2 2026.
  • Tandem Investment Advisors sold 2,178 Intuitive Surgical shares in Q2 2026, an estimated $952K.
  • Intuitive Surgical made up 0.21% of Tandem Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Tandem Investment Advisors first reported a position in Intuitive Surgical in Q2 2022 and has held it in 17 quarters since.
  • Tandem Investment Advisors's Intuitive Surgical position peaked at $6.1M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.