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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
2022
Q2 		– Sell
-100
Closed -$1K – 1145
2022
Q1 		$1K Buy
+100
New +$29.2K ﹤0.01% 1190

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 Pointe Advisors's ISRG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Intuitive Surgical (ISRG) stake by 9.3% in Q2 2026, selling an estimated $511K and leaving 11,397 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #537.

Beacon Pointe Advisors first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.79M in Q1 2026. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beacon Pointe Advisors held 11,397 shares of Intuitive Surgical worth $4.53M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,170 Intuitive Surgical shares in Q2 2026, an estimated $511K.
  • Intuitive Surgical made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #537 holding.
  • Beacon Pointe Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's Intuitive Surgical position peaked at $5.79M in Q1 2026.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.