UF
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Univest Financial’s Intuitive Surgical ISRG Stock Holding History

Univest Financial’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 		$4.49M Buy
11,291
+2,111
+23% +$922K 0.22% 77
2026
Q1 		$4.23M Buy
9,180
+638
+7% +$323K 0.24% 77
2025
Q4 		$4.84M Sell
8,542
-242
-3% -$129K 0.26% 71
2025
Q3 		$3.93M Buy
8,784
+1,028
+13% +$493K 0.22% 80
2025
Q2 		$4.21M Sell
7,756
-453
-6% -$237K 0.25% 74
2025
Q1 		$4.07M Sell
8,209
-1,206
-13% -$667K 0.27% 74
2024
Q4 		$4.91M Buy
9,415
+469
+5% +$244K 0.31% 62
2024
Q3 		$4.39M Buy
8,946
+7,969
+816% +$3.71M 0.29% 68
2024
Q2 		$435K Buy
977
+358
+58% +$143K 0.12% 77
2024
Q1 		$247K Buy
+619
New +$234K 0.07% 111

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

Univest Financial's ISRG Position: Q2 2026 in Review

Univest Financial increased its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, buying an estimated $922K and bringing the position to 11,291 shares worth $4.49M. The position accounts for 0.22% of the portfolio, ranked #77.

Univest Financial first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.91M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Univest Financial held 11,291 shares of Intuitive Surgical worth $4.49M as of Q2 2026.
  • Univest Financial bought 2,111 Intuitive Surgical shares in Q2 2026, an estimated $922K.
  • Intuitive Surgical made up 0.22% of Univest Financial's portfolio in Q2 2026, its #77 holding.
  • Univest Financial first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Univest Financial's Intuitive Surgical position peaked at $4.91M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.