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Visionary Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Visionary Wealth 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 		$443K Sell
1,114
-38
-3% -$16.6K 0.02% 454
2026
Q1 		$531K Buy
1,152
+96
+9% +$48.6K 0.02% 388
2025
Q4 		$598K Buy
1,056
+25
+2% +$13.3K 0.03% 351
2025
Q3 		$461K Hold
1,031
– – 0.02% 402
2025
Q2 		$560K Buy
1,031
+86
+9% +$45K 0.03% 339
2025
Q1 		$468K Hold
945
– – 0.03% 359
2024
Q4 		$493K Buy
945
+42
+5% +$21.9K 0.03% 355
2024
Q3 		$444K Sell
903
-166
-16% -$77.3K 0.03% 357
2024
Q2 		$476K Buy
1,069
+60
+6% +$23.9K 0.03% 329
2024
Q1 		$403K Buy
1,009
+108
+12% +$40.8K 0.03% 357
2023
Q4 		$304K Hold
901
– – 0.02% 387
2023
Q3 		$263K Hold
901
– – 0.02% 389
2023
Q2 		$308K Hold
901
– – 0.02% 361
2023
Q1 		$230K Hold
901
– – 0.02% 399
2022
Q4 		$239K Buy
+901
New +$220K 0.02% 369
2022
Q2 		– Sell
-1,377
Closed -$415K – 456
2022
Q1 		$415K Buy
1,377
+8
+0.6% +$2.34K 0.03% 279
2021
Q4 		$492K Buy
1,369
+325
+31% +$112K 0.04% 234
2021
Q3 		$346K Hold
1,044
– – 0.04% 229
2021
Q2 		$320K Sell
1,044
-3
-0.3% -$842 0.03% 260
2021
Q1 		$258K Buy
1,047
+3
+0.3% +$755 0.03% 277
2020
Q4 		$285K Buy
1,044
+12
+1% +$2.98K 0.03% 241
2020
Q3 		$244K Buy
+1,032
New +$232K 0.03% 219

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

Visionary Wealth Advisors's ISRG Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 3.3% in Q2 2026, selling an estimated $16.6K and leaving 1,114 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #454.

Visionary Wealth Advisors first reported a position in ISRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $598K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Visionary Wealth Advisors held 1,114 shares of Intuitive Surgical worth $443K as of Q2 2026.
  • Visionary Wealth Advisors sold 38 Intuitive Surgical shares in Q2 2026, an estimated $16.6K.
  • Intuitive Surgical made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • Visionary Wealth Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's Intuitive Surgical position peaked at $598K in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.