Beaumont Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Beaumont Financial 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 Q2	$240K	Sell	604 -59	-9%	-$25.8K	0.02%	339
2026 Q1	$306K	Buy	663 +13	+2%	+$6.58K	0.02%	291
2025 Q4	$368K	Buy	650 +39	+6%	+$20.8K	0.02%	272
2025 Q3	$273K	Sell	611 -9	-1%	-$4.32K	0.02%	333
2025 Q2	$337K	Sell	620 -58	-9%	-$30.3K	0.02%	278
2025 Q1	$336K	Hold	678	–	–	0.03%	273
2024 Q4	$354K	Buy	678 +140	+26%	+$72.9K	0.03%	266
2024 Q3	$264K	Buy	538 +6	+1%	+$2.79K	0.02%	291
2024 Q2	$237K	Buy	+532	New	+$212K	0.02%	318

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beaumont Financial Advisors's ISRG Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 8.9% in Q2 2026, selling an estimated $25.8K and leaving 604 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #339.

Beaumont Financial Advisors first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $368K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Beaumont Financial Advisors held 604 shares of Intuitive Surgical worth $240K as of Q2 2026.
Beaumont Financial Advisors sold 59 Intuitive Surgical shares in Q2 2026, an estimated $25.8K.
Intuitive Surgical made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #339 holding.
Beaumont Financial Advisors first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's Intuitive Surgical position peaked at $368K in Q4 2025.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.