BFS
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Bare Financial Services’s Intuitive Surgical ISRG Stock Holding History

Bare Financial Services’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 		$14.8K Sell
32
-3
-9% -$1.52K ﹤0.01% 186
2025
Q4 		$19.8K Buy
35
+1
+3% +$532 0.01% 127
2025
Q3 		$15.2K Buy
34
+14
+70% +$6.72K ﹤0.01% 152
2025
Q2 		$10.9K Buy
20
+17
+567% +$8.89K ﹤0.01% 167
2025
Q1 		$1.49K Buy
+3
New +$1.66K ﹤0.01% 395

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

Bare Financial Services's ISRG Position: Q1 2026 in Review

Bare Financial Services reduced its Intuitive Surgical (ISRG) stake by 8.6% in Q1 2026, selling an estimated $1.52K and leaving 32 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Bare Financial Services first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.8K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bare Financial Services held 32 shares of Intuitive Surgical worth $14.8K as of Q1 2026.
  • Bare Financial Services sold 3 Intuitive Surgical shares in Q1 2026, an estimated $1.52K.
  • Intuitive Surgical made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #186 holding.
  • Bare Financial Services first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Intuitive Surgical position peaked at $19.8K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.