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Badgley Phelps Wealth Managers’s Intuitive Surgical ISRG Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$11.1M Buy
24,158
+1,364
+6% +$690K 0.22% 99
2025
Q4 		$12.9M Buy
22,794
+2,011
+10% +$1.07M 0.24% 99
2025
Q3 		$9.29M Buy
20,783
+20,130
+3,083% +$9.66M 0.2% 109
2025
Q2 		$355K Sell
653
-10
-2% -$5.23K 0.01% 241
2025
Q1 		$328K Buy
663
+41
+7% +$22.7K 0.01% 247
2024
Q4 		$325K Sell
622
-126
-17% -$65.6K 0.01% 250
2024
Q3 		$367K Buy
+748
New +$348K 0.01% 229

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Badgley Phelps Wealth Managers's ISRG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Intuitive Surgical (ISRG) stake by 6% in Q1 2026, buying an estimated $690K and bringing the position to 24,158 shares worth $11.1M. The position accounts for 0.22% of the portfolio, ranked #99.

Badgley Phelps Wealth Managers first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Badgley Phelps Wealth Managers held 24,158 shares of Intuitive Surgical worth $11.1M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,364 Intuitive Surgical shares in Q1 2026, an estimated $690K.
  • Intuitive Surgical made up 0.22% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #99 holding.
  • Badgley Phelps Wealth Managers first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Badgley Phelps Wealth Managers's Intuitive Surgical position peaked at $12.9M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.