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Bell Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Bell Investment 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 		$68.4K Sell
172
-6
-3% -$2.62K 0.01% 225
2026
Q1 		$82.1K Sell
178
-5
-3% -$2.53K 0.01% 190
2025
Q4 		$104K Buy
183
+40
+28% +$21.3K 0.02% 165
2025
Q3 		$64K Sell
143
-50
-26% -$24K 0.01% 212
2025
Q2 		$105K Buy
193
+26
+16% +$13.6K 0.02% 155
2025
Q1 		$82.7K Sell
167
-3
-2% -$1.66K 0.02% 160
2024
Q4 		$88.7K Sell
170
-7
-4% -$3.65K 0.02% 151
2024
Q3 		$87K Buy
177
+15
+9% +$6.98K 0.02% 159
2024
Q2 		$72.1K Buy
162
+4
+3% +$1.59K 0.01% 175
2024
Q1 		$63.1K Buy
158
+8
+5% +$3.02K 0.01% 179
2023
Q4 		$50.6K Buy
150
+16
+12% +$4.77K 0.01% 198
2023
Q3 		$39.2K Buy
134
+3
+2% +$937 0.01% 203
2023
Q2 		$44.8K Buy
131
+39
+42% +$11.8K 0.01% 182
2023
Q1 		$23.5K Sell
92
-55
-37% -$13.6K 0.01% 274
2022
Q4 		$39K Buy
147
+37
+34% +$9.02K 0.01% 197
2022
Q3 		$21K Buy
110
+21
+24% +$4.51K 0.01% 254
2022
Q2 		$18K Buy
+89
New +$20.9K 0.01% 286
2021
Q4 		$33K Buy
91
+4
+5% +$1.38K 0.01% 208
2021
Q3 		$29K Buy
+87
New +$29.2K 0.01% 217

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

Bell Investment Advisors's ISRG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, selling an estimated $2.62K and leaving 172 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #225.

Bell Investment Advisors first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $105K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bell Investment Advisors held 172 shares of Intuitive Surgical worth $68.4K as of Q2 2026.
  • Bell Investment Advisors sold 6 Intuitive Surgical shares in Q2 2026, an estimated $2.62K.
  • Intuitive Surgical made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #225 holding.
  • Bell Investment Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Intuitive Surgical position peaked at $105K in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.