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Beckerman Institutional’s Intuitive Surgical ISRG Stock Holding History

Beckerman Institutional’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 		$224K Sell
564
-20
-3% -$8.74K 0.11% 118
2026
Q1 		$269K Hold
584
– – 0.14% 109
2025
Q4 		$331K Hold
584
– – 0.19% 100
2025
Q3 		$261K Sell
584
-20
-3% -$9.6K 0.15% 103
2025
Q2 		$328K Hold
604
– – 0.22% 88
2025
Q1 		$299K Hold
604
– – 0.22% 86
2024
Q4 		$315K Hold
604
– – 0.25% 81
2024
Q3 		$297K Buy
+604
New +$281K 0.25% 84

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 $3.38T AUM 44.17% 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

Beckerman Institutional's ISRG Position: Q2 2026 in Review

Beckerman Institutional reduced its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, selling an estimated $8.74K and leaving 564 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #118.

Beckerman Institutional first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $331K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beckerman Institutional held 564 shares of Intuitive Surgical worth $224K as of Q2 2026.
  • Beckerman Institutional sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up 0.11% of Beckerman Institutional's portfolio in Q2 2026, its #118 holding.
  • Beckerman Institutional first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Beckerman Institutional's Intuitive Surgical position peaked at $331K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.