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 Q2	$10.4M	Buy	26,100 +1,942	+8%	+$848K	0.18%	108
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Badgley Phelps Wealth Managers's ISRG Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Intuitive Surgical (ISRG) stake by 8% in Q2 2026, buying an estimated $848K and bringing the position to 26,100 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #108.

Badgley Phelps Wealth Managers first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Badgley Phelps Wealth Managers held 26,100 shares of Intuitive Surgical worth $10.4M as of Q2 2026.
Badgley Phelps Wealth Managers bought 1,942 Intuitive Surgical shares in Q2 2026, an estimated $848K.
Intuitive Surgical made up 0.18% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #108 holding.
Badgley Phelps Wealth Managers first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
Badgley Phelps Wealth Managers's Intuitive Surgical position peaked at $12.9M in Q4 2025.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.