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Berkshire Asset Management’s Intuitive Surgical ISRG Stock Holding History

Berkshire Asset 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 		– Sell
-446
Closed -$206K – 276
2026
Q1 		$206K Sell
446
-5
-1% -$2.53K 0.01% 255
2025
Q4 		$255K Sell
451
-2
-0.4% -$1.06K 0.01% 235
2025
Q3 		$203K Hold
453
– – 0.01% 291
2025
Q2 		$246K Hold
453
– – 0.01% 252
2025
Q1 		$244K Sell
453
-32
-7% -$17.7K 0.01% 256
2024
Q4 		$283K Buy
+485
New +$253K 0.01% 244

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 $3.38T AUM 44.17% 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

Berkshire Asset Management's ISRG Position: Q2 2026 in Review

Berkshire Asset Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 446 shares — an estimated $206K sold.

Berkshire Asset Management first reported a position in ISRG in Q4 2024 and held it in 6 quarters. The position peaked at $283K in Q4 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Berkshire Asset Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Berkshire Asset Management sold 446 Intuitive Surgical shares in Q2 2026, an estimated $206K.
  • Berkshire Asset Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 6 quarters.
  • Berkshire Asset Management's Intuitive Surgical position peaked at $283K in Q4 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.