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Vest Financial’s Intuitive Surgical ISRG Stock Holding History

Vest 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 		$4.92M Buy
12,363
+1,066
+9% +$466K 0.05% 262
2026
Q1 		$5.21M Sell
11,297
-536
-5% -$271K 0.06% 235
2025
Q4 		$6.7M Buy
11,833
+3,679
+45% +$1.96M 0.09% 170
2025
Q3 		$3.65M Buy
8,154
+1,569
+24% +$753K 0.05% 248
2025
Q2 		$3.58M Buy
6,585
+1,857
+39% +$971K 0.05% 215
2025
Q1 		$2.34M Buy
4,728
+2,003
+74% +$1.11M 0.04% 230
2024
Q4 		$1.42M Buy
2,725
+493
+22% +$257K 0.03% 210
2024
Q3 		$1.1M Buy
2,232
+1,494
+202% +$696K 0.02% 217
2024
Q2 		$328K Sell
738
-32
-4% -$12.7K 0.01% 233
2024
Q1 		$307K Buy
+770
New +$291K 0.01% 236

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

Vest Financial's ISRG Position: Q2 2026 in Review

Vest Financial increased its Intuitive Surgical (ISRG) stake by 9.4% in Q2 2026, buying an estimated $466K and bringing the position to 12,363 shares worth $4.92M. The position accounts for 0.05% of the portfolio, ranked #262.

Vest Financial first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.7M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Vest Financial held 12,363 shares of Intuitive Surgical worth $4.92M as of Q2 2026.
  • Vest Financial bought 1,066 Intuitive Surgical shares in Q2 2026, an estimated $466K.
  • Intuitive Surgical made up 0.05% of Vest Financial's portfolio in Q2 2026, its #262 holding.
  • Vest Financial first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Vest Financial's Intuitive Surgical position peaked at $6.7M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.