BIM
ISRG icon

Baldwin Investment Management’s Intuitive Surgical ISRG Stock Holding History

Baldwin Investment Management’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 		$5.08M Buy
12,766
+1,941
+18% +$848K 0.49% 32
2026
Q1 		$4.99M Buy
10,825
+259
+2% +$131K 0.58% 25
2025
Q4 		$5.98M Buy
10,566
+4
+0% +$2.13K 0.68% 19
2025
Q3 		$4.72M Buy
10,562
+705
+7% +$338K 0.54% 27
2025
Q2 		$5.36M Sell
9,857
-119
-1% -$62.2K 0.65% 18
2025
Q1 		$4.94M Buy
9,976
+319
+3% +$176K 0.59% 21
2024
Q4 		$5.04M Sell
9,657
-86
-0.9% -$44.8K 0.66% 17
2024
Q3 		$4.79M Buy
9,743
+158
+2% +$73.6K 0.6% 22
2024
Q2 		$4.26M Buy
9,585
+671
+8% +$267K 0.58% 22
2024
Q1 		$3.56M Buy
8,914
+426
+5% +$161K 0.48% 31
2023
Q4 		$2.86M Buy
8,488
+991
+13% +$295K 0.45% 35
2023
Q3 		$2.19M Buy
7,497
+657
+10% +$205K 0.37% 42
2023
Q2 		$2.34M Sell
6,840
-155
-2% -$46.9K 0.39% 42
2023
Q1 		$1.79M Sell
6,995
-1,160
-14% -$286K 0.32% 57
2022
Q4 		$2.16M Sell
8,155
-310
-4% -$75.6K 0.39% 47
2022
Q3 		$1.59M Sell
8,465
-488
-5% -$105K 0.32% 55
2022
Q2 		$1.8M Buy
8,953
+5,323
+147% +$1.25M 0.34% 55
2022
Q1 		$1.09M Buy
+3,630
New +$1.06M 0.17% 97

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

Baldwin Investment Management's ISRG Position: Q2 2026 in Review

Baldwin Investment Management increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $848K and bringing the position to 12,766 shares worth $5.08M. The position accounts for 0.49% of the portfolio, ranked #32.

Baldwin Investment Management first reported a position in ISRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.98M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Baldwin Investment Management held 12,766 shares of Intuitive Surgical worth $5.08M as of Q2 2026.
  • Baldwin Investment Management bought 1,941 Intuitive Surgical shares in Q2 2026, an estimated $848K.
  • Intuitive Surgical made up 0.49% of Baldwin Investment Management's portfolio in Q2 2026, its #32 holding.
  • Baldwin Investment Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 18 quarters since.
  • Baldwin Investment Management's Intuitive Surgical position peaked at $5.98M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.