BEI
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Benjamin Edwards Inc’s Intuitive Surgical ISRG Stock Holding History

Benjamin Edwards Inc’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 		$4.6M Buy
11,570
+779
+7% +$340K 0.04% 369
2026
Q1 		$4.98M Buy
10,791
+577
+6% +$292K 0.05% 332
2025
Q4 		$5.79M Buy
10,214
+502
+5% +$267K 0.06% 280
2025
Q3 		$4.34M Buy
9,712
+1,393
+17% +$668K 0.05% 326
2025
Q2 		$4.52M Buy
8,319
+2,931
+54% +$1.53M 0.06% 300
2025
Q1 		$2.67M Sell
5,388
-7,525
-58% -$4.16M 0.04% 357
2024
Q4 		$6.74M Sell
12,913
-760
-6% -$396K 0.1% 221
2024
Q3 		$6.72M Buy
13,673
+8,176
+149% +$3.81M 0.1% 221
2024
Q2 		$2.44M Buy
5,497
+2,649
+93% +$1.06M 0.47% 56
2024
Q1 		$1.14M Buy
2,848
+374
+15% +$141K 0.23% 121
2023
Q4 		$835K Buy
2,474
+1,364
+123% +$407K 0.18% 149
2023
Q3 		$324K Buy
1,110
+171
+18% +$53.4K 0.08% 218
2023
Q2 		$321K Buy
939
+728
+345% +$220K 0.07% 212
2023
Q1 		$54K Buy
211
+46
+28% +$11.3K 0.01% 453
2022
Q4 		$44K Buy
165
+11
+7% +$2.68K 0.01% 427
2022
Q3 		$29K Buy
154
+37
+32% +$7.95K 0.01% 471
2022
Q2 		$23K Sell
117
-698
-86% -$164K 0.01% 507
2022
Q1 		$246K Buy
815
+56
+7% +$16.4K 0.07% 255
2021
Q4 		$273K Buy
+759
New +$261K 0.09% 214

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

Benjamin Edwards Inc's ISRG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Intuitive Surgical (ISRG) stake by 7.2% in Q2 2026, buying an estimated $340K and bringing the position to 11,570 shares worth $4.6M. The position accounts for 0.04% of the portfolio, ranked #369.

Benjamin Edwards Inc first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.74M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Benjamin Edwards Inc held 11,570 shares of Intuitive Surgical worth $4.6M as of Q2 2026.
  • Benjamin Edwards Inc bought 779 Intuitive Surgical shares in Q2 2026, an estimated $340K.
  • Intuitive Surgical made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #369 holding.
  • Benjamin Edwards Inc first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's Intuitive Surgical position peaked at $6.74M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.