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Transcend Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Transcend Capital 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 		$959K Buy
2,411
+158
+7% +$69K 0.06% 277
2026
Q1 		$1.04M Buy
2,253
+297
+15% +$150K 0.08% 227
2025
Q4 		$1.11M Sell
1,956
-853
-30% -$454K 0.09% 213
2025
Q3 		$1.26M Buy
2,809
+145
+5% +$69.6K 0.09% 210
2025
Q2 		$1.45M Sell
2,664
-32
-1% -$16.7K 0.11% 171
2025
Q1 		$1.34M Buy
2,696
+61
+2% +$33.7K 0.1% 212
2024
Q4 		$1.38M Sell
2,635
-21
-0.8% -$10.9K 0.1% 198
2024
Q3 		$1.31M Sell
2,656
-659
-20% -$307K 0.09% 224
2024
Q2 		$1.47M Buy
3,315
+2,201
+198% +$877K 0.11% 199
2024
Q1 		$445K Buy
1,114
+117
+12% +$44.2K 0.04% 347
2023
Q4 		$336K Sell
997
-85
-8% -$25.3K 0.03% 365
2023
Q3 		$316K Buy
1,082
+79
+8% +$24.7K 0.03% 364
2023
Q2 		$343K Sell
1,003
-122
-11% -$36.9K 0.03% 349
2023
Q1 		$287K Buy
1,125
+42
+4% +$10.3K 0.03% 370
2022
Q4 		$287K Buy
+1,083
New +$264K 0.03% 370
2022
Q2 		– Sell
-880
Closed -$265K – 523
2022
Q1 		$265K Buy
880
+41
+5% +$12K 0.02% 416
2021
Q4 		$301K Sell
839
-1,579
-65% -$543K 0.03% 387
2021
Q3 		$281K Buy
+2,418
New +$812K 0.03% 389

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's ISRG Position: Q2 2026 in Review

Transcend Capital Advisors increased its Intuitive Surgical (ISRG) stake by 7% in Q2 2026, buying an estimated $69K and bringing the position to 2,411 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #277.

Transcend Capital Advisors first reported a position in ISRG in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Transcend Capital Advisors held 2,411 shares of Intuitive Surgical worth $959K as of Q2 2026.
  • Transcend Capital Advisors bought 158 Intuitive Surgical shares in Q2 2026, an estimated $69K.
  • Intuitive Surgical made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #277 holding.
  • Transcend Capital Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 18 quarters since.
  • Transcend Capital Advisors's Intuitive Surgical position peaked at $1.47M in Q2 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.