Vaughan David Investments’s Intuitive Surgical ISRG Stock Holding History

Vaughan David Investments’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	$307K	Hold	773	–	–	0.01%	208
2026 Q1	$356K	Hold	773	–	–	0.01%	189
2025 Q4	$438K	Hold	773	–	–	0.01%	175
2025 Q3	$346K	Buy	773 +40	+5%	+$19.2K	0.01%	183
2025 Q2	$398K	Hold	733	–	–	0.01%	176
2025 Q1	$363K	Hold	733	–	–	0.01%	165
2024 Q4	$383K	Hold	733	–	–	0.01%	170
2024 Q3	$360K	Hold	733	–	–	0.01%	172
2024 Q2	$326K	Buy	733 +5	+0.7%	+$1.99K	0.01%	173
2024 Q1	$291K	Hold	728	–	–	0.01%	189
2023 Q4	$246K	Buy	728 +14	+2%	+$4.17K	0.01%	188
2023 Q3	$209K	Hold	714	–	–	0.01%	193
2023 Q2	$244K	Buy	+714	New	+$216K	0.01%	182
2023 Q1	–	Sell	-1,065	Closed	-$283K	–	200
2022 Q4	$283K	Buy	+1,065	New	+$260K	0.01%	170
2022 Q3	–	Sell	-1,077	Closed	-$216K	–	194
2022 Q2	$216K	Hold	1,077	–	–	0.01%	179
2022 Q1	$325K	Hold	1,077	–	–	0.01%	162
2021 Q4	$387K	Hold	1,077	–	–	0.01%	161
2021 Q3	$357K	Hold	1,077	–	–	0.01%	157
2021 Q2	$330K	Hold	1,077	–	–	0.01%	167
2021 Q1	$265K	Hold	1,077	–	–	0.01%	173
2020 Q4	$294K	Sell	1,077 -87	-7%	-$21.6K	0.01%	162
2020 Q3	$275K	Buy	+1,164	New	+$261K	0.01%	159

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

Vaughan David Investments's ISRG Position: Q2 2026 in Review

Vaughan David Investments held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 773 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #208.

Vaughan David Investments first reported a position in ISRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $438K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Vaughan David Investments held 773 shares of Intuitive Surgical worth $307K as of Q2 2026.
Vaughan David Investments left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #208 holding.
Vaughan David Investments first reported a position in Intuitive Surgical in Q3 2020 and has held it in 22 quarters since.
Vaughan David Investments's Intuitive Surgical position peaked at $438K in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.