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Vision Retirement’s Intuitive Surgical ISRG Stock Holding History

Vision Retirement’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 		$799K Sell
2,008
-2,313
-54% -$1.01M 0.19% 74
2026
Q1 		$1.99M Sell
4,321
-59
-1% -$29.8K 0.57% 33
2025
Q4 		$2.48M Buy
+4,380
New +$2.33M 0.66% 30

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

Vision Retirement's ISRG Position: Q2 2026 in Review

Vision Retirement reduced its Intuitive Surgical (ISRG) stake by 54% in Q2 2026, selling an estimated $1.01M and leaving 2,008 shares worth $799K. The position accounts for 0.19% of the portfolio, ranked #74.

Vision Retirement first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Vision Retirement held 2,008 shares of Intuitive Surgical worth $799K as of Q2 2026.
  • Vision Retirement sold 2,313 Intuitive Surgical shares in Q2 2026, an estimated $1.01M.
  • Intuitive Surgical made up 0.19% of Vision Retirement's portfolio in Q2 2026, its #74 holding.
  • Vision Retirement first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Intuitive Surgical position peaked at $2.48M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.