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ISRG icon

Bailard’s Intuitive Surgical ISRG Stock Holding History

Bailard’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 		$379K Sell
953
-51
-5% -$22.3K 0.01% 565
2026
Q1 		$463K Sell
1,004
-5
-0.5% -$2.53K 0.01% 501
2025
Q4 		$571K Sell
1,009
-64
-6% -$34.1K 0.01% 442
2025
Q3 		$480K Sell
1,073
-125
-10% -$60K 0.01% 505
2025
Q2 		$651K Sell
1,198
-9
-0.7% -$4.71K 0.02% 425
2025
Q1 		$598K Sell
1,207
-100
-8% -$55.3K 0.02% 429
2024
Q4 		$682K Sell
1,307
-1
-0.1% -$521 0.02% 389
2024
Q3 		$643K Buy
1,308
+78
+6% +$36.3K 0.02% 418
2024
Q2 		$547K Buy
1,230
+246
+25% +$98K 0.02% 433
2024
Q1 		$393K Sell
984
-112
-10% -$42.3K 0.01% 516
2023
Q4 		$370K Hold
1,096
– – 0.01% 511
2023
Q3 		$320K Sell
1,096
-250
-19% -$78.1K 0.01% 519
2023
Q2 		$460K Hold
1,346
– – 0.02% 421
2023
Q1 		$344K Sell
1,346
-3,680
-73% -$907K 0.01% 472
2022
Q4 		$1.33M Buy
5,026
+3,680
+273% +$897K 0.05% 229
2022
Q3 		$252K Buy
1,346
+320
+31% +$68.7K 0.01% 508
2022
Q2 		$206K Hold
1,026
– – 0.01% 605
2022
Q1 		$310K Hold
1,026
– – 0.01% 519
2021
Q4 		$369K Buy
+1,026
New +$353K 0.01% 472
2019
Q4 		– Sell
-1,455
Closed -$262K – 570
2019
Q3 		$262K Hold
1,455
– – 0.02% 426
2019
Q2 		$254K Buy
+1,455
New +$249K 0.02% 455

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

Bailard's ISRG Position: Q2 2026 in Review

Bailard reduced its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, selling an estimated $22.3K and leaving 953 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #565.

Bailard first reported a position in ISRG in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.33M in Q4 2022. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bailard held 953 shares of Intuitive Surgical worth $379K as of Q2 2026.
  • Bailard sold 51 Intuitive Surgical shares in Q2 2026, an estimated $22.3K.
  • Intuitive Surgical made up 0.01% of Bailard's portfolio in Q2 2026, its #565 holding.
  • Bailard first reported a position in Intuitive Surgical in Q2 2019 and has held it in 21 quarters since.
  • Bailard's Intuitive Surgical position peaked at $1.33M in Q4 2022.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.