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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beckerman Institutional's ISRG Position: Q1 2026 in Review

Beckerman Institutional held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 584 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #109.

Beckerman Institutional first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $331K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Beckerman Institutional held 584 shares of Intuitive Surgical worth $269K as of Q1 2026.
  • Beckerman Institutional left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.14% of Beckerman Institutional's portfolio in Q1 2026, its #109 holding.
  • Beckerman Institutional first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Intuitive Surgical position peaked at $331K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.