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Wealth Advisors of Tampa Bay’s Intuitive Surgical ISRG Stock Holding History

Wealth Advisors of Tampa Bay’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 		$422K Sell
1,062
-75
-7% -$32.8K 0.13% 77
2026
Q1 		$524K Buy
1,137
+75
+7% +$37.9K 0.17% 74
2025
Q4 		$601K Buy
1,062
+155
+17% +$82.5K 0.21% 72
2025
Q3 		$406K Buy
907
+30
+3% +$14.4K 0.14% 76
2025
Q2 		$477K Buy
877
+95
+12% +$49.7K 0.18% 73
2025
Q1 		$387K Buy
+782
New +$432K 0.16% 73

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

Wealth Advisors of Tampa Bay's ISRG Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Intuitive Surgical (ISRG) stake by 6.6% in Q2 2026, selling an estimated $32.8K and leaving 1,062 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #77.

Wealth Advisors of Tampa Bay first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $601K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 1,062 shares of Intuitive Surgical worth $422K as of Q2 2026.
  • Wealth Advisors of Tampa Bay sold 75 Intuitive Surgical shares in Q2 2026, an estimated $32.8K.
  • Intuitive Surgical made up 0.13% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #77 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Wealth Advisors of Tampa Bay's Intuitive Surgical position peaked at $601K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.