VestGen Advisors
ISRG icon

VestGen Advisors’s Intuitive Surgical ISRG Stock Holding History

VestGen Advisors’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
Q3 		$2M Buy
4,920
+715
+17% +$273K 0.06% 281
2026
Q2 		$1.67M Sell
4,205
-627
-13% -$274K 0.05% 342
2026
Q1 		$2.09M Buy
4,832
+524
+12% +$265K 0.06% 295
2025
Q4 		$2.44M Buy
4,308
+737
+21% +$392K 0.1% 207
2025
Q3 		$1.6M Sell
3,571
-2,096
-37% -$1.01M 0.05% 291
2025
Q2 		$3.08M Sell
5,667
-2,405
-30% -$1.26M 0.12% 167
2025
Q1 		$4M Buy
+8,072
New +$4.46M 0.18% 118

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

VestGen Advisors's ISRG Position: Q3 2026 in Review

VestGen Advisors increased its Intuitive Surgical (ISRG) stake by 17% in Q3 2026, buying an estimated $273K and bringing the position to 4,920 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #281.

VestGen Advisors first reported a position in ISRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $4M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • VestGen Advisors held 4,920 shares of Intuitive Surgical worth $2M as of Q3 2026.
  • VestGen Advisors bought 715 Intuitive Surgical shares in Q3 2026, an estimated $273K.
  • Intuitive Surgical made up 0.06% of VestGen Advisors's portfolio in Q3 2026, its #281 holding.
  • VestGen Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Intuitive Surgical position peaked at $4M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.