Worth Financial Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$267K Buy
+671
New +$293K 0.11% 164
2026
Q1
Sell
-372
Closed -$211K 105
2025
Q4
$211K Buy
+372
New +$198K 0.1% 175

Other funds holding ISRG

Worth Financial Advisory Group's ISRG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 671 shares worth $267K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in ISRG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Worth Financial Advisory Group held 671 shares of Intuitive Surgical worth $267K as of Q2 2026.
  • Intuitive Surgical was a new Worth Financial Advisory Group position in Q2 2026.
  • Intuitive Surgical made up 0.11% of Worth Financial Advisory Group's portfolio in Q2 2026, its #164 holding.
  • Worth Financial Advisory Group first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.