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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
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 $6.73T 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

VestGen Advisors's ISRG Position: Q2 2026 in Review

VestGen Advisors reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $274K and leaving 4,205 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #342.

VestGen Advisors first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4M in Q1 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • VestGen Advisors held 4,205 shares of Intuitive Surgical worth $1.67M as of Q2 2026.
  • VestGen Advisors sold 627 Intuitive Surgical shares in Q2 2026, an estimated $274K.
  • Intuitive Surgical made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #342 holding.
  • VestGen Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Intuitive Surgical position peaked at $4M in Q1 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.