BFG
ISRG icon

Beacon Financial Group’s Intuitive Surgical ISRG Stock Holding History

Beacon Financial Group’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 		$372K Sell
935
-178
-16% -$77.8K 0.03% 288
2026
Q1 		$513K Buy
1,113
+4
+0.4% +$2.02K 0.05% 231
2025
Q4 		$628K Buy
1,109
+77
+7% +$41K 0.06% 210
2025
Q3 		$462K Sell
1,032
-67
-6% -$32.2K 0.05% 238
2025
Q2 		$597K Buy
1,099
+38
+4% +$19.9K 0.06% 208
2025
Q1 		$525K Sell
1,061
-87
-8% -$48.1K 0.06% 215
2024
Q4 		$599K Sell
1,148
-7
-0.6% -$3.65K 0.06% 201
2024
Q3 		$567K Buy
1,155
+189
+20% +$88K 0.06% 204
2024
Q2 		$430K Buy
966
+52
+6% +$20.7K 0.05% 224
2024
Q1 		$365K Hold
914
– – 0.04% 243
2023
Q4 		$308K Buy
914
+7
+0.8% +$2.09K 0.04% 257
2023
Q3 		$284K Sell
907
-150
-14% -$46.8K 0.04% 216
2023
Q2 		$358K Buy
+1,057
New +$320K 0.05% 189
2021
Q4 		– Sell
-1,263
Closed -$418K – 230
2021
Q3 		$418K Buy
+1,263
New +$424K 0.06% 201

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

Beacon Financial Group's ISRG Position: Q2 2026 in Review

Beacon Financial Group reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $77.8K and leaving 935 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #288.

Beacon Financial Group first reported a position in ISRG in Q3 2021 and has held it in 14 quarters since. The position peaked at $628K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beacon Financial Group held 935 shares of Intuitive Surgical worth $372K as of Q2 2026.
  • Beacon Financial Group sold 178 Intuitive Surgical shares in Q2 2026, an estimated $77.8K.
  • Intuitive Surgical made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #288 holding.
  • Beacon Financial Group first reported a position in Intuitive Surgical in Q3 2021 and has held it in 14 quarters since.
  • Beacon Financial Group's Intuitive Surgical position peaked at $628K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.