BWP
ISRG icon

Balboa Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Balboa Wealth Partners’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 		$811K Sell
2,038
-72
-3% -$31.5K 0.11% 155
2026
Q1 		$973K Buy
2,110
+48
+2% +$24.3K 0.16% 105
2025
Q4 		$1.17M Sell
2,062
-69
-3% -$36.7K 0.19% 83
2025
Q3 		$953K Buy
2,131
+1
+0% +$480 0.16% 98
2025
Q2 		$1.16M Buy
2,130
+674
+46% +$352K 0.23% 78
2025
Q1 		$721K Buy
1,456
+196
+16% +$108K 0.17% 100
2024
Q4 		$657K Sell
1,260
-775
-38% -$404K 0.15% 111
2024
Q3 		$1,000K Sell
2,035
-2,187
-52% -$1.02M 0.25% 75
2024
Q2 		$1.88M Sell
4,222
-1,141
-21% -$454K 0.5% 32
2024
Q1 		$2.14M Buy
5,363
+526
+11% +$199K 0.63% 28
2023
Q4 		$1.63M Sell
4,837
-782
-14% -$233K 0.54% 28
2023
Q3 		$1.64M Buy
5,619
+180
+3% +$56.2K 0.62% 28
2023
Q2 		$1.86M Sell
5,439
-925
-15% -$280K 0.65% 24
2023
Q1 		$1.63M Sell
6,364
-1,263
-17% -$311K 0.61% 25
2022
Q4 		$2.02M Sell
7,627
-174
-2% -$42.4K 0.91% 19
2022
Q3 		$1.46M Buy
+7,801
New +$1.68M 0.64% 28

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

Balboa Wealth Partners's ISRG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, selling an estimated $31.5K and leaving 2,038 shares worth $811K. The position accounts for 0.11% of the portfolio, ranked #155.

Balboa Wealth Partners first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.14M in Q1 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Balboa Wealth Partners held 2,038 shares of Intuitive Surgical worth $811K as of Q2 2026.
  • Balboa Wealth Partners sold 72 Intuitive Surgical shares in Q2 2026, an estimated $31.5K.
  • Intuitive Surgical made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Balboa Wealth Partners first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Intuitive Surgical position peaked at $2.14M in Q1 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.