UAG
ISRG icon

United Advisor Group’s Intuitive Surgical ISRG Stock Holding History

United Advisor Group’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 		$1.05M Sell
2,648
-50
-2% -$21.8K 0.11% 208
2026
Q1 		$1.24M Buy
2,698
+48
+2% +$24.3K 0.15% 164
2025
Q4 		$1.5M Sell
2,650
-161
-6% -$85.7K 0.19% 131
2025
Q3 		$1.26M Buy
2,811
+124
+5% +$59.5K 0.17% 139
2025
Q2 		$1.46M Buy
2,687
+266
+11% +$139K 0.25% 101
2025
Q1 		$1.2M Buy
2,421
+2
+0.1% +$1.11K 0.25% 98
2024
Q4 		$1.26M Buy
2,419
+3
+0.1% +$1.56K 0.25% 96
2024
Q3 		$1.19M Buy
2,416
+84
+4% +$39.1K 0.27% 92
2024
Q2 		$1.04M Sell
2,332
-142
-6% -$56.6K 0.32% 77
2024
Q1 		$987K Buy
+2,474
New +$935K 0.37% 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

United Advisor Group's ISRG Position: Q2 2026 in Review

United Advisor Group reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q2 2026, selling an estimated $21.8K and leaving 2,648 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #208.

United Advisor Group first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • United Advisor Group held 2,648 shares of Intuitive Surgical worth $1.05M as of Q2 2026.
  • United Advisor Group sold 50 Intuitive Surgical shares in Q2 2026, an estimated $21.8K.
  • Intuitive Surgical made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #208 holding.
  • United Advisor Group first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Intuitive Surgical position peaked at $1.5M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.