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Advus Financial Partners, LLC’s Intuitive Surgical ISRG Stock Holding History

Advus Financial Partners, LLC’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 		$208K Buy
+524
New +$229K 0.05% 254
2025
Q3 		– Sell
-453
Closed -$246K – 265
2025
Q2 		$246K Sell
453
-111
-20% -$58K 0.06% 220
2025
Q1 		$279K Buy
564
+32
+6% +$17.7K 0.08% 183
2024
Q4 		$278K Buy
532
+67
+14% +$34.9K 0.08% 179
2024
Q3 		$228K Hold
465
– – 0.07% 201
2024
Q2 		$207K Buy
+465
New +$185K 0.06% 201

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

Advus Financial Partners, LLC's ISRG Position: Q2 2026 in Review

Advus Financial Partners, LLC opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 524 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #254 among its holdings. This is a return to the name: Advus Financial Partners, LLC previously reported a position in ISRG as recently as Q2 2025.

Advus Financial Partners, LLC first reported a position in ISRG in Q2 2024 and has held it in 6 quarters since. The position peaked at $279K in Q1 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advus Financial Partners, LLC held 524 shares of Intuitive Surgical worth $208K as of Q2 2026.
  • Intuitive Surgical was a new Advus Financial Partners, LLC position in Q2 2026.
  • Intuitive Surgical made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #254 holding.
  • Advus Financial Partners, LLC first reported a position in Intuitive Surgical in Q2 2024 and has held it in 6 quarters since.
  • Advus Financial Partners, LLC's Intuitive Surgical position peaked at $279K in Q1 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.