Ulland Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Ulland 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	$119K	Hold	300	–	–	0.09%	93
2026 Q1	$138K	Hold	300	–	–	0.12%	82
2025 Q4	$170K	Hold	300	–	–	0.14%	71
2025 Q3	$134K	Hold	300	–	–	0.1%	77
2025 Q2	$163K	Sell	300 -173	-37%	-$90.5K	0.12%	70
2025 Q1	$234K	Sell	473 -265	-36%	-$147K	0.2%	56
2024 Q4	$385K	Hold	738	–	–	0.25%	42
2024 Q3	$363K	Hold	738	–	–	0.27%	43
2024 Q2	$328K	Hold	738	–	–	0.23%	46
2024 Q1	$295K	Hold	738	–	–	0.24%	44
2023 Q4	$249K	Sell	738 -116	-14%	-$34.6K	0.25%	48
2023 Q3	$250K	Buy	854 +8	+0.9%	+$2.5K	0.27%	46
2023 Q2	$289K	Hold	846	–	–	0.3%	46
2023 Q1	$216K	Sell	846 -10	-1%	-$2.46K	0.25%	53
2022 Q4	$227K	Sell	856 -1,025	-54%	-$250K	0.27%	52
2022 Q3	$353K	Sell	1,881 -45	-2%	-$9.66K	0.39%	42
2022 Q2	$387K	Sell	1,926 -520	-21%	-$122K	0.4%	44
2022 Q1	$738K	Sell	2,446 -14	-0.6%	-$4.09K	0.55%	38
2021 Q4	$884K	Buy	+2,460	New	+$846K	0.56%	37

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

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

Ulland Investment Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 300 shares worth $119K. The position accounts for 0.09% of the portfolio, ranked #93.

Ulland Investment Advisors first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $884K in Q4 2021. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ulland Investment Advisors held 300 shares of Intuitive Surgical worth $119K as of Q2 2026.
Ulland Investment Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.09% of Ulland Investment Advisors's portfolio in Q2 2026, its #93 holding.
Ulland Investment Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Intuitive Surgical position peaked at $884K in Q4 2021.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.