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Basecamp Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Basecamp Wealth Advisors’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 		$433K Buy
1,089
+17
+2% +$7.43K 0.08% 139
2026
Q1 		$494K Sell
1,072
-25
-2% -$12.6K 0.1% 118
2025
Q4 		$621K Buy
+1,097
New +$584K 0.13% 87

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

Basecamp Wealth Advisors's ISRG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, buying an estimated $7.43K and bringing the position to 1,089 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #139.

Basecamp Wealth Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $621K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Basecamp Wealth Advisors held 1,089 shares of Intuitive Surgical worth $433K as of Q2 2026.
  • Basecamp Wealth Advisors bought 17 Intuitive Surgical shares in Q2 2026, an estimated $7.43K.
  • Intuitive Surgical made up 0.08% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Basecamp Wealth Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Intuitive Surgical position peaked at $621K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.