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Beacon Pointe Advisors’s Intuitive Surgical ISRG Stock Holding History

Beacon Pointe 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
Q1 		$5.79M Buy
12,567
+7,009
+126% +$3.55M 0.03% 443
2025
Q4 		$3.15M Buy
5,558
+1,798
+48% +$957K 0.02% 496
2025
Q3 		$1.68M Sell
3,760
-2,425
-39% -$1.16M 0.01% 589
2025
Q2 		$3.36M Buy
6,185
+2,029
+49% +$1.06M 0.04% 381
2025
Q1 		$2.06M Sell
4,156
-1,162
-22% -$643K 0.02% 457
2024
Q4 		$2.78M Sell
5,318
-2,695
-34% -$1.4M 0.03% 388
2024
Q3 		$3.94M Buy
8,013
+265
+3% +$123K 0.05% 338
2024
Q2 		$3.45M Sell
7,748
-733
-9% -$292K 0.04% 355
2024
Q1 		$3.38M Sell
8,481
-833
-9% -$315K 0.04% 375
2023
Q4 		$3.14M Sell
9,314
-511
-5% -$152K 0.04% 387
2023
Q3 		$2.87M Buy
9,825
+2,480
+34% +$775K 0.04% 385
2023
Q2 		$2.51M Sell
7,345
-145
-2% -$43.9K 0.04% 336
2023
Q1 		$1.91M Sell
7,490
-656
-8% -$162K 0.03% 403
2022
Q4 		$2.16M Buy
8,146
+222
+3% +$54.1K 0.04% 346
2022
Q3 		$1.49M Buy
7,924
+60
+0.8% +$12.9K 0.03% 379
2022
Q2 		$1.58M Sell
7,864
-4,882
-38% -$1.15M 0.03% 371
2022
Q1 		$3.85M Buy
12,746
+7,020
+123% +$2.05M 0.05% 304
2021
Q4 		$2.06M Buy
5,726
+740
+15% +$255K 0.05% 256
2021
Q3 		$1.65M Sell
4,986
-2,010
-29% -$675K 0.04% 312
2021
Q2 		$2.14M Buy
6,996
+5,454
+354% +$1.53M 0.08% 209
2021
Q1 		$377K Sell
1,542
-5,025
-77% -$1.26M 0.02% 339
2020
Q4 		$1.79M Buy
6,567
+5,697
+655% +$1.41M 0.12% 139
2020
Q3 		$206K Sell
870
-2,019
-70% -$453K 0.02% 370
2020
Q2 		$549K Buy
+2,889
New +$518K 0.06% 221

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

Beacon Pointe Advisors's ISRG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Intuitive Surgical (ISRG) stake by 126% in Q1 2026, buying an estimated $3.55M and bringing the position to 12,567 shares worth $5.79M. The position accounts for 0.03% of the portfolio, ranked #443.

Beacon Pointe Advisors first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Beacon Pointe Advisors held 12,567 shares of Intuitive Surgical worth $5.79M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,009 Intuitive Surgical shares in Q1 2026, an estimated $3.55M.
  • Intuitive Surgical made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #443 holding.
  • Beacon Pointe Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.