WestEnd Advisors’s Intuitive Surgical ISRG Stock Holding History

WestEnd 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	$3.98K	Hold	10	–	–	﹤0.01%	137
2026 Q1	$4.61K	Hold	10	–	–	﹤0.01%	106
2025 Q4	$5.66K	Hold	10	–	–	﹤0.01%	99
2025 Q3	$4.47K	Sell	10 -6	-38%	-$2.88K	﹤0.01%	100
2025 Q2	$8.7K	Buy	16 +3	+23%	+$1.57K	﹤0.01%	82
2025 Q1	$6.44K	Buy	13 +8	+160%	+$4.42K	﹤0.01%	87
2024 Q4	$2.61K	Buy	5 +1	+25%	+$521	﹤0.01%	94
2024 Q3	$1.97K	Hold	4	–	–	﹤0.01%	93
2024 Q2	$1.78K	Sell	4 -2	-33%	-$797	﹤0.01%	94
2024 Q1	$2.4K	Buy	6 +1	+20%	+$378	﹤0.01%	84
2023 Q4	$1.69K	Hold	5	–	–	﹤0.01%	95
2023 Q3	$1.46K	Buy	+5	New	+$1.56K	﹤0.01%	90
2023 Q1	–	Sell	-4	Closed	-$985	–	103
2022 Q4	$1.06K	Sell	4 -1	-20%	-$244	﹤0.01%	96
2022 Q3	$1K	Buy	5 +1	+25%	+$215	﹤0.01%	116
2022 Q2	$802	Buy	+4	New	+$938	﹤0.01%	119
2022 Q1	–	Sell	-3	Closed	-$876	–	103
2021 Q4	$1.08K	Buy	+3	New	+$1.03K	﹤0.01%	104
2021 Q3	–	Hold	0	–	–	–	179
2021 Q2	–	Hold	0	–	–	–	100
2013 Q3	–	Sell	-117	Closed	-$6.58K	–	45
2013 Q2	$6.58K	Buy	+117	New	+$6.45K	﹤0.01%	43

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WestEnd Advisors's ISRG Position: Q2 2026 in Review

WestEnd Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 10 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

WestEnd Advisors first reported a position in ISRG in Q2 2013 and has held it in 17 quarters since. The position peaked at $8.7K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

WestEnd Advisors held 10 shares of Intuitive Surgical worth $3.98K as of Q2 2026.
WestEnd Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #137 holding.
WestEnd Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 17 quarters since.
WestEnd Advisors's Intuitive Surgical position peaked at $8.7K in Q2 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.