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Bay Harbor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bay Harbor Wealth 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
Q1 		$9.22K Buy
20
+6
+43% +$3.04K ﹤0.01% 236
2025
Q4 		$7.93K Buy
14
+5
+56% +$2.66K ﹤0.01% 207
2025
Q3 		$4.03K Buy
9
+2
+29% +$960 ﹤0.01% 232
2025
Q2 		$3.8K Buy
7
+3
+75% +$1.57K ﹤0.01% 202
2025
Q1 		$1.98K Buy
+4
New +$2.21K ﹤0.01% 192

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

Bay Harbor Wealth Management's ISRG Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Intuitive Surgical (ISRG) stake by 43% in Q1 2026, buying an estimated $3.04K and bringing the position to 20 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Bay Harbor Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bay Harbor Wealth Management held 20 shares of Intuitive Surgical worth $9.22K as of Q1 2026.
  • Bay Harbor Wealth Management bought 6 Intuitive Surgical shares in Q1 2026, an estimated $3.04K.
  • Intuitive Surgical made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #236 holding.
  • Bay Harbor Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.