BFIM
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Beese Fulmer Investment Management’s Intuitive Surgical ISRG Stock Holding History

Beese Fulmer Investment 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 		$1.36M Buy
3,408
+363
+12% +$159K 0.08% 140
2026
Q1 		$1.4M Buy
3,045
+808
+36% +$409K 0.09% 125
2025
Q4 		$1.27M Buy
2,237
+345
+18% +$184K 0.08% 131
2025
Q3 		$846K Buy
1,892
+2
+0.1% +$960 0.06% 151
2025
Q2 		$1.03M Buy
1,890
+140
+8% +$73.2K 0.08% 138
2025
Q1 		$867K Buy
1,750
+152
+10% +$84.1K 0.07% 127
2024
Q4 		$834K Buy
1,598
+66
+4% +$34.4K 0.07% 128
2024
Q3 		$753K Sell
1,532
-89
-5% -$41.4K 0.06% 131
2024
Q2 		$721K Buy
1,621
+62
+4% +$24.7K 0.07% 130
2024
Q1 		$622K Sell
1,559
-82
-5% -$31K 0.06% 138
2023
Q4 		$554K Sell
1,641
-78
-5% -$23.3K 0.06% 141
2023
Q3 		$502K Buy
1,719
+11
+0.6% +$3.44K 0.06% 146
2023
Q2 		$584K Sell
1,708
-117
-6% -$35.4K 0.06% 144
2023
Q1 		$466K Sell
1,825
-84
-4% -$20.7K 0.05% 156
2022
Q4 		$507K Buy
1,909
+109
+6% +$26.6K 0.06% 151
2022
Q3 		$337K Sell
1,800
-157
-8% -$33.7K 0.05% 163
2022
Q2 		$393K Sell
1,957
-165
-8% -$38.7K 0.05% 162
2022
Q1 		$640K Buy
2,122
+167
+9% +$48.8K 0.07% 142
2021
Q4 		$702K Buy
1,955
+17
+0.9% +$5.85K 0.07% 138
2021
Q3 		$642K Hold
1,938
– – 0.07% 140
2021
Q2 		$594K Buy
1,938
+510
+36% +$143K 0.07% 142
2021
Q1 		$352K Buy
1,428
+138
+11% +$34.7K 0.04% 161
2020
Q4 		$352K Buy
1,290
+177
+16% +$43.9K 0.05% 157
2020
Q3 		$263K Buy
1,113
+165
+17% +$37K 0.04% 167
2020
Q2 		$180K Buy
+948
New +$170K 0.03% 190

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

Beese Fulmer Investment Management's ISRG Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 3,408 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #140.

Beese Fulmer Investment Management first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.4M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Beese Fulmer Investment Management held 3,408 shares of Intuitive Surgical worth $1.36M as of Q2 2026.
  • Beese Fulmer Investment Management bought 363 Intuitive Surgical shares in Q2 2026, an estimated $159K.
  • Intuitive Surgical made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #140 holding.
  • Beese Fulmer Investment Management first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • Beese Fulmer Investment Management's Intuitive Surgical position peaked at $1.4M in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.