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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
Q2 		$22.3K Buy
56
+24
+75% +$10.5K 0.01% 238
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 $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 $3.38T AUM 44.17% 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

Bare Financial Services's ISRG Position: Q2 2026 in Review

Bare Financial Services increased its Intuitive Surgical (ISRG) stake by 75% in Q2 2026, buying an estimated $10.5K and bringing the position to 56 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #238.

Bare Financial Services first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bare Financial Services held 56 shares of Intuitive Surgical worth $22.3K as of Q2 2026.
  • Bare Financial Services bought 24 Intuitive Surgical shares in Q2 2026, an estimated $10.5K.
  • Intuitive Surgical made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #238 holding.
  • Bare Financial Services first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.