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Westfuller Advisors’s Intuitive Surgical ISRG Stock Holding History

Westfuller 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 		$222K Sell
559
-28
-5% -$12.2K 0.08% 140
2026
Q1 		$271K Sell
587
-4
-0.7% -$2.02K 0.12% 111
2025
Q4 		$335K Buy
591
+16
+3% +$8.52K 0.14% 109
2025
Q3 		$257K Buy
+575
New +$276K 0.12% 129

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

Westfuller Advisors's ISRG Position: Q2 2026 in Review

Westfuller Advisors reduced its Intuitive Surgical (ISRG) stake by 4.8% in Q2 2026, selling an estimated $12.2K and leaving 559 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #140.

Westfuller Advisors first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $335K in Q4 2025. 2,252 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Westfuller Advisors held 559 shares of Intuitive Surgical worth $222K as of Q2 2026.
  • Westfuller Advisors sold 28 Intuitive Surgical shares in Q2 2026, an estimated $12.2K.
  • Intuitive Surgical made up 0.08% of Westfuller Advisors's portfolio in Q2 2026, its #140 holding.
  • Westfuller Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Intuitive Surgical position peaked at $335K in Q4 2025.
  • 2,252 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.