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Unify Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Unify Financial 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 		$334K Buy
841
+273
+48% +$119K 0.31% 68
2026
Q1 		$262K Buy
+568
New +$287K 0.27% 75

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

Unify Financial Advisors's ISRG Position: Q2 2026 in Review

Unify Financial Advisors increased its Intuitive Surgical (ISRG) stake by 48% in Q2 2026, buying an estimated $119K and bringing the position to 841 shares worth $334K. The position accounts for 0.31% of the portfolio, ranked #68.

Unify Financial Advisors first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Unify Financial Advisors held 841 shares of Intuitive Surgical worth $334K as of Q2 2026.
  • Unify Financial Advisors bought 273 Intuitive Surgical shares in Q2 2026, an estimated $119K.
  • Intuitive Surgical made up 0.31% of Unify Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Unify Financial Advisors first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.