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Bingham Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Bingham Private Wealth’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 		$273K Sell
686
-15
-2% -$6.55K 0.19% 139
2026
Q1 		$323K Sell
701
-1,220
-64% -$617K 0.26% 115
2025
Q4 		$1.09M Buy
+1,921
New +$1.02M 0.94% 28
2025
Q2 		$1.04M Sell
1,911
-18
-0.9% -$9.41K 0.99% 26
2025
Q1 		$955K Buy
1,929
+1
+0.1% +$553 0.99% 27
2024
Q4 		$1.01M Buy
+1,928
New +$1M 1.07% 24

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

Bingham Private Wealth's ISRG Position: Q2 2026 in Review

Bingham Private Wealth reduced its Intuitive Surgical (ISRG) stake by 2.1% in Q2 2026, selling an estimated $6.55K and leaving 686 shares worth $273K. The position accounts for 0.19% of the portfolio, ranked #139.

Bingham Private Wealth first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bingham Private Wealth held 686 shares of Intuitive Surgical worth $273K as of Q2 2026.
  • Bingham Private Wealth sold 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up 0.19% of Bingham Private Wealth's portfolio in Q2 2026, its #139 holding.
  • Bingham Private Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's Intuitive Surgical position peaked at $1.09M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.