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True North Advisors’s Intuitive Surgical ISRG Stock Holding History

True North 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 		$986K Buy
2,480
+95
+4% +$41.5K 0.09% 118
2026
Q1 		$1.1M Buy
2,385
+366
+18% +$185K 0.13% 101
2025
Q4 		$1.14M Sell
2,019
-319
-14% -$170K 0.15% 100
2025
Q3 		$1.05M Buy
2,338
+152
+7% +$72.9K 0.17% 82
2025
Q2 		$1.19M Buy
2,186
+442
+25% +$231K 0.23% 84
2025
Q1 		$864K Hold
1,744
– – 0.15% 99
2024
Q4 		$910K Buy
1,744
+512
+42% +$267K 0.21% 69
2024
Q3 		$605K Buy
1,232
+25
+2% +$11.6K 0.16% 90
2024
Q2 		$537K Sell
1,207
-41
-3% -$16.3K 0.14% 102
2024
Q1 		$498K Sell
1,248
-202
-14% -$76.3K 0.14% 107
2023
Q4 		$489K Buy
1,450
+90
+7% +$26.8K 0.13% 104
2023
Q3 		$397K Buy
1,360
+153
+13% +$47.8K 0.12% 121
2023
Q2 		$413K Buy
1,207
+296
+32% +$89.6K 0.12% 131
2023
Q1 		$233K Hold
911
– – 0.07% 172
2022
Q4 		$242K Buy
+911
New +$222K 0.08% 152
2022
Q3 		– Sell
-1,068
Closed -$214K – 196
2022
Q2 		$214K Buy
1,068
+80
+8% +$18.8K 0.07% 176
2022
Q1 		$298K Sell
988
-33
-3% -$9.64K 0.08% 162
2021
Q4 		$366K Buy
1,021
+31
+3% +$10.7K 0.06% 181
2021
Q3 		$328K Buy
990
+9
+0.9% +$3.02K 0.06% 184
2021
Q2 		$300K Buy
981
+42
+4% +$11.8K 0.06% 185
2021
Q1 		$231K Hold
939
– – 0.05% 187
2020
Q4 		$256K Sell
939
-6
-0.6% -$1.49K 0.07% 168
2020
Q3 		$223K Buy
+945
New +$212K 0.07% 163

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

True North Advisors's ISRG Position: Q2 2026 in Review

True North Advisors increased its Intuitive Surgical (ISRG) stake by 4% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,480 shares worth $986K. The position accounts for 0.09% of the portfolio, ranked #118.

True North Advisors first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • True North Advisors held 2,480 shares of Intuitive Surgical worth $986K as of Q2 2026.
  • True North Advisors bought 95 Intuitive Surgical shares in Q2 2026, an estimated $41.5K.
  • Intuitive Surgical made up 0.09% of True North Advisors's portfolio in Q2 2026, its #118 holding.
  • True North Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • True North Advisors's Intuitive Surgical position peaked at $1.19M in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.