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Beaird Harris Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Beaird Harris 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 		$7.95K Hold
20
– – ﹤0.01% 411
2026
Q1 		$9.22K Hold
20
– – ﹤0.01% 369
2025
Q4 		$11.3K Sell
20
-4
-17% -$2.13K ﹤0.01% 385
2025
Q3 		$10.7K Buy
24
+6
+33% +$2.88K ﹤0.01% 381
2025
Q2 		$9.78K Buy
18
+10
+125% +$5.23K ﹤0.01% 382
2025
Q1 		$3.96K Sell
8
-20
-71% -$11.1K ﹤0.01% 401
2024
Q4 		$14.6K Hold
28
– – ﹤0.01% 326
2024
Q3 		$13.8K Hold
28
– – ﹤0.01% 315
2024
Q2 		$12.5K Hold
28
– – ﹤0.01% 352
2024
Q1 		$11.2K Sell
28
-30
-52% -$11.3K ﹤0.01% 323
2023
Q4 		$19.6K Buy
+58
New +$17.3K ﹤0.01% 264
2023
Q1 		– Sell
-73
Closed -$19.4K – 601
2022
Q4 		$19.4K Buy
+73
New +$17.8K ﹤0.01% 259

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

Beaird Harris Wealth Management's ISRG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 20 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Beaird Harris Wealth Management first reported a position in ISRG in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.6K in Q4 2023. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beaird Harris Wealth Management held 20 shares of Intuitive Surgical worth $7.95K as of Q2 2026.
  • Beaird Harris Wealth Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Beaird Harris Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 12 quarters since.
  • Beaird Harris Wealth Management's Intuitive Surgical position peaked at $19.6K in Q4 2023.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.