TCI Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

TCI Wealth 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	$210K	Sell	528 -3	-0.6%	-$1.31K	0.01%	251
2026 Q1	$245K	Sell	531 -36	-6%	-$18.2K	0.01%	214
2025 Q4	$321K	Sell	567 -49	-8%	-$26.1K	0.02%	185
2025 Q3	$275K	Buy	616 +25	+4%	+$12K	0.02%	202
2025 Q2	$321K	Sell	591 -9	-2%	-$4.71K	0.02%	179
2025 Q1	$297K	Sell	600 -493	-45%	-$273K	0.02%	171
2024 Q4	$571K	Buy	1,093 +9	+0.8%	+$4.69K	0.05%	115
2024 Q3	$533K	Buy	1,084 +14	+1%	+$6.52K	0.04%	123
2024 Q2	$476K	Buy	1,070 +3	+0.3%	+$1.2K	0.04%	125
2024 Q1	$426K	Hold	1,067	–	–	0.04%	134
2023 Q4	$360K	Sell	1,067 -20	-2%	-$5.96K	0.04%	142
2023 Q3	$318K	Buy	1,087 +124	+13%	+$38.7K	0.04%	149
2023 Q2	$329K	Buy	963 +25	+3%	+$7.56K	0.04%	142
2023 Q1	$240K	Sell	938 -36	-4%	-$8.87K	0.03%	163
2022 Q4	$258K	Buy	974 +134	+16%	+$32.7K	0.04%	150
2022 Q3	$157K	Sell	840 -16	-2%	-$3.44K	0.03%	186
2022 Q2	$172K	Sell	856 -66	-7%	-$15.5K	0.03%	182
2022 Q1	$278K	Sell	922 -9	-1%	-$2.63K	0.04%	144
2021 Q4	$335K	Sell	931 -5	-0.5%	-$1.72K	0.05%	126
2021 Q3	$310K	Sell	936 -33	-3%	-$11.1K	0.05%	142
2021 Q2	$297K	Buy	969 +54	+6%	+$15.1K	0.05%	148
2021 Q1	$225K	Buy	915 +48	+6%	+$12.1K	0.1%	152
2020 Q4	$236K	Buy	867 +3	+0.3%	+$745	0.11%	150
2020 Q3	$204K	Hold	864	–	–	0.08%	155
2020 Q2	$164K	Sell	864 -21	-2%	-$3.76K	0.07%	163
2020 Q1	$146K	Buy	885 +210	+31%	+$38.5K	0.07%	167
2019 Q4	$133K	Buy	675 +57	+9%	+$10.7K	0.05%	217
2019 Q3	$111K	Hold	618	–	–	0.05%	197
2019 Q2	$108K	Sell	618 -6	-1%	-$1.03K	0.05%	202
2019 Q1	$119K	Sell	624 -3	-0.5%	-$533	0.05%	213
2018 Q4	$100K	Sell	627 -3	-0.5%	-$508	0.05%	220
2018 Q3	$121K	Hold	630	–	–	0.05%	213
2018 Q2	$100K	Hold	630	–	–	0.04%	219
2018 Q1	$87K	Hold	630	–	–	0.04%	246
2017 Q4	$77K	Hold	630	–	–	0.03%	272
2017 Q3	$73K	Hold	630	–	–	0.04%	258
2017 Q2	$65K	Hold	630	–	–	0.03%	272
2017 Q1	$54K	Sell	630 -180	-22%	-$14.2K	0.03%	292
2016 Q4	$57K	Buy	810 +180	+29%	+$13.2K	0.03%	311
2016 Q3	$51K	Hold	630	–	–	0.03%	301
2016 Q2	$46K	Hold	630	–	–	0.03%	307
2016 Q1	$42K	Sell	630 -414	-40%	-$25.7K	0.02%	321
2015 Q4	$63K	Buy	1,044 +972	+1,350%	+$54.6K	0.04%	269
2015 Q3	$4K	Hold	72	–	–	﹤0.01%	668
2015 Q2	$4K	Hold	72	–	–	﹤0.01%	684
2015 Q1	$4K	Hold	72	–	–	﹤0.01%	613
2014 Q4	$4K	Hold	72	–	–	﹤0.01%	607
2014 Q3	$4K	Hold	72	–	–	﹤0.01%	609
2014 Q2	$3K	Hold	72	–	–	﹤0.01%	690
2014 Q1	$4K	Hold	72	–	–	﹤0.01%	600
2013 Q4	$3K	Hold	72	–	–	﹤0.01%	652
2013 Q3	$3K	Hold	72	–	–	﹤0.01%	577
2013 Q2	$4K	Buy	+72	New	+$3.97K	﹤0.01%	488

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's ISRG Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.56% in Q2 2026, selling an estimated $1.31K and leaving 528 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #251.

TCI Wealth Advisors first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $571K in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

TCI Wealth Advisors held 528 shares of Intuitive Surgical worth $210K as of Q2 2026.
TCI Wealth Advisors sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
Intuitive Surgical made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #251 holding.
TCI Wealth Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Intuitive Surgical position peaked at $571K in Q4 2024.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.