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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bingham Private Wealth's ISRG Position: Q1 2026 in Review

Bingham Private Wealth reduced its Intuitive Surgical (ISRG) stake by 64% in Q1 2026, selling an estimated $617K and leaving 701 shares worth $323K. The position accounts for 0.26% of the portfolio, ranked #115.

Bingham Private Wealth first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bingham Private Wealth held 701 shares of Intuitive Surgical worth $323K as of Q1 2026.
  • Bingham Private Wealth sold 1,220 Intuitive Surgical shares in Q1 2026, an estimated $617K.
  • Intuitive Surgical made up 0.26% of Bingham Private Wealth's portfolio in Q1 2026, its #115 holding.
  • Bingham Private Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Intuitive Surgical position peaked at $1.09M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.