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Beacon Investment Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Beacon Investment Advisory Services’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 		$14.6M Sell
36,626
-1,895
-5% -$828K 0.54% 48
2026
Q1 		$17.8M Sell
38,521
-16,430
-30% -$8.31M 0.73% 41
2025
Q4 		$31.1M Sell
54,951
-2,522
-4% -$1.34M 1.27% 22
2025
Q3 		$25.7M Sell
57,473
-1,822
-3% -$874K 1.08% 28
2025
Q2 		$32.2M Sell
59,295
-4,468
-7% -$2.34M 1.42% 20
2025
Q1 		$31.6M Sell
63,763
-6,190
-9% -$3.42M 1.48% 20
2024
Q4 		$36.5M Sell
69,953
-1,290
-2% -$672K 1.58% 16
2024
Q3 		$35M Buy
71,243
+99
+0.1% +$46.1K 1.46% 22
2024
Q2 		$31.6M Buy
71,144
+490
+0.7% +$195K 1.36% 23
2024
Q1 		$28.2M Buy
70,654
+21,163
+43% +$8M 1.22% 26
2023
Q4 		$16.7M Sell
49,491
-1,336
-3% -$398K 0.76% 43
2023
Q3 		$14.9M Buy
50,827
+15,305
+43% +$4.78M 0.73% 45
2023
Q2 		$12.1M Buy
35,522
+19,400
+120% +$5.87M 0.56% 53
2023
Q1 		$4.12M Buy
16,122
+2,910
+22% +$717K 0.2% 91
2022
Q4 		$3.51M Sell
13,212
-313
-2% -$76.3K 0.18% 98
2022
Q3 		$2.54M Buy
13,525
+7,126
+111% +$1.53M 0.14% 109
2022
Q2 		$1.28M Buy
6,399
+2,498
+64% +$586K 0.07% 142
2022
Q1 		$1.18M Buy
3,901
+1,475
+61% +$431K 0.05% 149
2021
Q4 		$872K Buy
2,426
+2
+0.1% +$688 0.03% 178
2021
Q3 		$804K Sell
2,424
-24
-1% -$8.06K 0.03% 180
2021
Q2 		$750K Buy
2,448
+312
+15% +$87.5K 0.03% 182
2021
Q1 		$526K Buy
2,136
+21
+1% +$5.28K 0.02% 198
2020
Q4 		$577K Sell
2,115
-243
-10% -$60.3K 0.03% 176
2020
Q3 		$557K Sell
2,358
-24
-1% -$5.39K 0.03% 168
2020
Q2 		$452K Buy
2,382
+852
+56% +$153K 0.03% 174
2020
Q1 		$253K Buy
+1,530
New +$280K 0.02% 208

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 Investment Advisory Services's ISRG Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Intuitive Surgical (ISRG) stake by 4.9% in Q2 2026, selling an estimated $828K and leaving 36,626 shares worth $14.6M. The position accounts for 0.54% of the portfolio, ranked #48.

Beacon Investment Advisory Services first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $36.5M in Q4 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beacon Investment Advisory Services held 36,626 shares of Intuitive Surgical worth $14.6M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,895 Intuitive Surgical shares in Q2 2026, an estimated $828K.
  • Intuitive Surgical made up 0.54% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #48 holding.
  • Beacon Investment Advisory Services first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Beacon Investment Advisory Services's Intuitive Surgical position peaked at $36.5M in Q4 2024.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.