Bay Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Bay Capital 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	$379K	Sell	954 -1	-0.1%	-$437	0.2%	77
2026 Q1	$440K	Hold	955	–	–	0.27%	67
2025 Q4	$541K	Buy	955 +1	+0.1%	+$532	0.33%	63
2025 Q3	$427K	Sell	954 -2	-0.2%	-$960	0.28%	68
2025 Q2	$520K	Sell	956 -83	-8%	-$43.4K	0.4%	59
2025 Q1	$515K	Sell	1,039 -50	-5%	-$27.7K	0.43%	55
2024 Q4	$568K	Buy	+1,089	New	+$567K	0.46%	51

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Bay Capital Advisors's ISRG Position: Q2 2026 in Review

Bay Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 0.1% in Q2 2026, selling an estimated $437 and leaving 954 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #77.

Bay Capital Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Bay Capital Advisors held 954 shares of Intuitive Surgical worth $379K as of Q2 2026.
Bay Capital Advisors sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
Intuitive Surgical made up 0.2% of Bay Capital Advisors's portfolio in Q2 2026, its #77 holding.
Bay Capital Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Intuitive Surgical position peaked at $568K in Q4 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.