BIA
ISRG icon

Benchmark Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Benchmark 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 		– Sell
-465
Closed -$214K – 74
2026
Q1 		$214K Buy
+465
New +$235K 0.12% 73
2025
Q3 		$233K Buy
+522
New +$250K 0.14% 73
2025
Q1 		$257K Buy
519
+16
+3% +$8.85K 0.17% 83
2024
Q4 		$263K Sell
503
-2
-0.4% -$1.04K 0.17% 78
2024
Q3 		$248K Sell
505
-5
-1% -$2.33K 0.18% 80
2024
Q2 		$227K Sell
510
-5
-1% -$1.99K 0.16% 84
2024
Q1 		$206K Buy
+515
New +$195K 0.16% 89
2022
Q2 		– Sell
-1,402
Closed -$423K – 96
2022
Q1 		$423K Buy
1,402
+70
+5% +$20.4K 0.32% 81
2021
Q4 		$479K Buy
+1,332
New +$458K 0.39% 67

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

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

Benchmark Investment Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 465 shares — an estimated $214K sold.

Benchmark Investment Advisors first reported a position in ISRG in Q4 2021 and held it in 9 quarters. The position peaked at $479K in Q4 2021. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Benchmark Investment Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Benchmark Investment Advisors sold 465 Intuitive Surgical shares in Q2 2026, an estimated $214K.
  • Benchmark Investment Advisors first reported a position in Intuitive Surgical in Q4 2021 and held it in 9 quarters.
  • Benchmark Investment Advisors's Intuitive Surgical position peaked at $479K in Q4 2021.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.