United Asset Strategies’s Intuitive Surgical ISRG Stock Holding History

United Asset Strategies’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	$1.01M	Sell	2,542 -19	-0.7%	-$8.3K	0.07%	142
2026 Q1	$1.18M	Sell	2,561 -81	-3%	-$41K	0.09%	126
2025 Q4	$1.5M	Sell	2,642 -9	-0.3%	-$4.79K	0.12%	121
2025 Q3	$1.19M	Buy	2,651 +252	+11%	+$121K	0.1%	127
2025 Q2	$1.3M	Sell	2,399 -6	-0.2%	-$3.14K	0.11%	126
2025 Q1	$1.19M	Sell	2,405 -3	-0.1%	-$1.66K	0.11%	132
2024 Q4	$1.26M	Buy	2,408 +27	+1%	+$14.1K	0.12%	124
2024 Q3	$1.17M	Sell	2,381 -24	-1%	-$11.2K	0.11%	134
2024 Q2	$1.07M	Buy	+2,405	New	+$958K	0.11%	131

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

United Asset Strategies's ISRG Position: Q2 2026 in Review

United Asset Strategies reduced its Intuitive Surgical (ISRG) stake by 0.74% in Q2 2026, selling an estimated $8.3K and leaving 2,542 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #142.

United Asset Strategies first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 1,669 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

United Asset Strategies held 2,542 shares of Intuitive Surgical worth $1.01M as of Q2 2026.
United Asset Strategies sold 19 Intuitive Surgical shares in Q2 2026, an estimated $8.3K.
Intuitive Surgical made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #142 holding.
United Asset Strategies first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
United Asset Strategies's Intuitive Surgical position peaked at $1.5M in Q4 2025.
1,669 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.