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Walkner Condon Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Walkner Condon Financial 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 		– Sell
-578
Closed -$266K – 355
2026
Q1 		$266K Sell
578
-188
-25% -$95.1K 0.04% 265
2025
Q4 		$434K Buy
766
+205
+37% +$109K 0.06% 197
2025
Q3 		$251K Sell
561
-12
-2% -$5.76K 0.04% 254
2025
Q2 		$311K Buy
573
+92
+19% +$48.1K 0.06% 213
2025
Q1 		$238K Buy
+481
New +$266K 0.05% 238

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 $3.38T AUM 44.17% 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

Walkner Condon Financial Advisors's ISRG Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 578 shares — an estimated $266K sold.

Walkner Condon Financial Advisors first reported a position in ISRG in Q1 2025 and held it in 5 quarters. The position peaked at $434K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 578 Intuitive Surgical shares in Q2 2026, an estimated $266K.
  • Walkner Condon Financial Advisors first reported a position in Intuitive Surgical in Q1 2025 and held it in 5 quarters.
  • Walkner Condon Financial Advisors's Intuitive Surgical position peaked at $434K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.