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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beaumont Financial Advisors's ISRG Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Intuitive Surgical (ISRG) stake by 2% in Q1 2026, buying an estimated $6.58K and bringing the position to 663 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #291.

Beaumont Financial Advisors first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $368K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Beaumont Financial Advisors held 663 shares of Intuitive Surgical worth $306K as of Q1 2026.
Beaumont Financial Advisors bought 13 Intuitive Surgical shares in Q1 2026, an estimated $6.58K.
Intuitive Surgical made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #291 holding.
Beaumont Financial Advisors first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Beaumont Financial Advisors's Intuitive Surgical position peaked at $368K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.