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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
Q2 		$8.75K Buy
22
+2
+10% +$874 ﹤0.01% 317
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 $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

Bay Harbor Wealth Management's ISRG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, buying an estimated $874 and bringing the position to 22 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Bay Harbor Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.22K in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of Intuitive Surgical worth $8.75K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
  • Intuitive Surgical made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Bay Harbor Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Intuitive Surgical position peaked at $9.22K in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.