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Wills Financial Group’s Intuitive Surgical ISRG Stock Holding History

Wills Financial Group’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 		$275K Buy
691
+181
+35% +$79.1K 0.1% 71
2026
Q1 		$220K Buy
510
+57
+13% +$28.8K 0.08% 72
2025
Q4 		$257K Hold
453
– – 0.1% 69
2025
Q3 		$203K Buy
453
+3
+0.7% +$1.44K 0.08% 67
2025
Q2 		$245K Hold
450
– – 0.11% 62
2025
Q1 		$223K Hold
450
– – 0.1% 60
2024
Q4 		$235K Hold
450
– – 0.1% 61
2024
Q3 		$221K Hold
450
– – 0.09% 64
2024
Q2 		$200K Buy
+450
New +$179K 0.09% 63

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

Wills Financial Group's ISRG Position: Q2 2026 in Review

Wills Financial Group increased its Intuitive Surgical (ISRG) stake by 35% in Q2 2026, buying an estimated $79.1K and bringing the position to 691 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #71.

Wills Financial Group first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wills Financial Group held 691 shares of Intuitive Surgical worth $275K as of Q2 2026.
  • Wills Financial Group bought 181 Intuitive Surgical shares in Q2 2026, an estimated $79.1K.
  • Intuitive Surgical made up 0.1% of Wills Financial Group's portfolio in Q2 2026, its #71 holding.
  • Wills Financial Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.